The GT LifePath
Your life.
Your wealth.
Your path.
At GT Wealth, your life isn’t just part of the plan, it’s the foundation. Our GT LifePath framework starts by understanding what truly matters: your goals, your values, and the experiences you want your money to support.
Through our 5-step framework, we’ll build a strategy that’s clear, custom, and completely aligned with you.
You've worked hard to build success. We’ll help you use it to create the freedom and fulfillment you deserve.
Our Planning Process
Before anything else, we’ll connect to understand what’s most important to you. This initial call is a chance for us to get to know each other and see if we’re a good fit. If it feels right, we’ll move forward to the Alignment Meeting.
Your journey begins here. In this session, we start with your “why” and the deeper purpose behind your financial goals. Together, we’ll paint a clear picture of your ideal retirement and future lifestyle, so we can quantify your goals and help you live the life you today and tomorrow.
We’ll review your current retirement projections and assess all your income sources from social security and pensions to rental income and investment accounts. Our goal is to create a plan that maximizes your income and gives you confidence in what’s possible throughout retirement.
With your vision and income strategy in place, we’ll tailor an investment plan that supports your goals. We’ll walk you through our recommendations, answer your questions, and ensure you’re comfortable with every step before moving forward.
Taxes could be your largest expense, but they shouldn’t get in the way of your success. We’ll analyze your tax situation now and in the future, looking for strategies to help you keep more of what you’ve worked so hard for. Our goal is to make sure your plan is as tax-efficient as possible so your wealth works for you, not the IRS.
We’ll review your existing estate plan to make sure it aligns with your goals and protects the people and causes you care about. This includes checking your insurance, updating beneficiaries, reviewing trusts, and ensuring every piece of your plan works together. Our focus is on giving you peace of mind and confidence that your wealth will be there for the next generation.
Your plan isn’t a one-and-done. Once your strategy is in place, we’ll be in your corner for the long term. We’ll monitor your progress, adjust your plan as your life evolves, and be available anytime you need us. Expect at least two meetings a year, in the Spring and Fall, plus access to us whenever you need support.