Comprehensive Financial Planning

A Good Plan is the Starting Point for Any Journey.
At Global Financial Partners, we have developed and refined a process that helps plot the course for your financial journey. As your journey unfolds, or you hit bumps along the road, we help you adjust your course to be sure you get to your desired destination.
We employ sophisticated planning tools to help us plot your financial journey. With these tools we have the ability to project your path for years to come. As we get closer to your final goals, the destination, we adjust as necessary. In addition, we have the ability to model alternate routes along the way - this allows you to ask "what if" in order to make financial decisions based on potential outcomes.
Along the way you have access to a personal "Financial Compass". Your Financial Compass gives you access to all of your financial life in one convenient, secure location. It allows you the ability to be involved in the planning process, and monitor the progress. It will also provide up to date reporting for things like Net Worth Statements, Balance Sheets, and Cash Flow Statements.