Financial Plan
The typical cost for a financial plan ranges from $2,500 to $5,000 based on the complexity of the plan. Financial plans are complimentary for GHPIA's asset management clients who pay standard management fees on $1 million or more of equity assets.

Portfolio Management
The fee structure for asset management services is based on the assets under management.

Our questionnaire asks you about your assets and liabilities, income and expenses, and ‘life goals’ so we can better target your financial roadmap.

We prepare financial statements that provide a ‘snapshot’ of your current financial position and asset allocation.

Using your financial snapshot (Net Worth/Cash Flow), we complete a realistic and comprehensive financial forecast — advising you on any modifications and/or contributions needed to achieve your goals.

We examine if you are properly diversified into the asset classes appropriate to your long-term investment return objectives and capacity for risk.

We go beyond analysis to help you implement appropriate investment strategies. We also will reach out to help you manage and coordinate other elements of your financial plan, including working with your tax accountant, attorney, and insurance professional.

Our ongoing management of your custom-built portfolio is designed to help you achieve your financial goals. GHPIA continually researches stocks, bonds, real estate investment trusts (REITs), mutual and exchange-traded funds to understand the opportunities and risks available in the marketplace.

We meet with you regularly to review your portfolio, and discuss significant changes in your goals, financial position, or the financial markets.

Creating Your Financial Plan –
And Peace of Mind

“WHAT IF I need help figuring out what I need?”
First Things First: Plan Ahead
A financial plan is a complex undertaking that, when done well, can provide a framework for achieving financial security. Your security. And while we think of it as a roadmap, the road we take to your financial future will change over time — especially since the markets are constantly changing, too.

That’s why we revisit and refine this plan with you on an ongoing basis.

With a plan, we seek to keep your income tax burden to the lowest level possible, and use leverage wisely. We offer advice designed to help protect your family from the financial risks associated with premature death, or loss of property, or work. We work with you to help meet your accumulation goals — whether it is for an education fund, buying a first or second home, building your investment portfolio, or simply taking a trip around the world.

Then, We Start Our Planning Process:

Follow-Up

Our questionnaire asks you about your assets and liabilities, income and expenses, and ‘life goals’ so we can better target your financial roadmap.

Click links above for more information

By looking at the big picture and fitting together the pieces of your financial life, we can solve what at times seems to be an unsolvable puzzle — and provide you strategies for integrated wealth management.

Follow-Up Portfolio Management Implementation Asset Allocation Forecasting Net Worth / Cash Flow Information Gathering