The Financial Planning Process

What is your vision?

When Georgia Investors Services meets with a prospective client for the first time, it is important for us to understand what he or she is trying to accomplish. We want to make sure we can satisfy their needs and that the relationship "fits." That's why the first meeting is always complimentary.

Once we begin designing and implementing a plan to meet a client's goals, it is imperative to communicate on a regular basis as the market and changes in goals and objectives occur. We will also track progress on an on-going basis. That's why it is important to work with a financial professional who understands YOU!

Here's our process:

1. We IDENTIFY your objectives: Do you want a new car every three years? Are you paying for the care of an aging parent? Do you want to leave your children a legacy? Are you dreaming of an early retirement?
2. We DESIGN a comprehensive plan with an aim of making your vision a reality.
3. We MANAGE your portfolio by aligning your goals with an asset-allocation strategy, staying within your comfort zone for accepting risk.
4. We IMPLEMENT by reviewing your goals and making changes as needed.
5. We MONITOR, to make sure you stay on track to reach your goal.

As your situation changes, we will adjust plans to meet your current and future goals. We will assist you with every facet of your financial future.