GCB Private Wealth is here to help and get you started. 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 - Understand your net worth.
2.Liquidity Analysis - See if you have enough savings.
3.Budgeting - Set a budget for different categories based on prior expenses and monitor how well you stick to the plan.
1.Personal Balance Sheet - Understand your net worth.
2.Liquidity Analysis - See if you have enough savings.
3.Budgeting - Set a budget for different categories based on prior expenses and monitor how well you stick to the plan.
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 need more comprehensive financial planning or investment management or want to continue to work with us, we would be happy to discuss how to become a client.