Welcome to the new generation... New rules, new responsibilities, new adventures and lots of questions!
GCB Private Wealth is here to help. Through access to Right Capital, a robust, web-based technology platform, We can provide you with a complimentary access to three tools in our Financial Planning process.
1.Personal Balance Sheet - Helps answer: How am I doing?
2.Liquidity Analysis - Helps determine: Do you have enough saved to do what is important?
3.Budgeting - Helps figure: What am I spending my money on?
GCB Private Wealth is here to help. Through access to Right Capital, a robust, web-based technology platform, We can provide you with a complimentary access to three tools in our Financial Planning process.
1.Personal Balance Sheet - Helps answer: How am I doing?
2.Liquidity Analysis - Helps determine: Do you have enough saved to do what is important?
3.Budgeting - Helps figure: What am I spending my money on?
The process is simple:
- Create an account and enter your information into the system. Your projections will only be as good as the data you submit so expect to spend 20-30 minutes completing this step.
- Schedule an appointment with us.
- Attend an interactive, web-based session to discussion your situation and review our findings and recommendations. No obligation, no cost, no sales pitch.
- If you decide later on that you want to continue to work with GCB for on-going financial planning or Investment management we would be happy to discuss how to become a client.