Why process matters

A disciplined process turns uncertainty into clarity. In wealth planning, it helps ensure nothing is overlooked, and every goal has a pathway forward.

“Plans are worthless, but planning is everything,”

General Dwight D. Eisenhower

Plans can quickly become obsolete when faced with real-world complexities. This is why the planning process itself is invaluable for creating confidence when navigating life's complexities. 

Learn more about what you can expect at our first meeting.

The Gallantry Wealth Group Process

Discover Strategy Results

The Gallantry Wealth 8-Step Plan

Step 1 - Discovery

We understand your goals, values, relationships and financial realities. This foundational step informs every recommendations we make.

Step 2 - Wealth planning

Analyze your full financial picture - including cash flow, tax consideration, retirement readiness and more - to build a cohesive and actionable plan

Step 3 - Estate and legacy review

Review existing wills, trusts and beneficiaries to ensure your legacy aligns with your intentions.

Step 4 - Insurance and risk review

Evaluate coverage across life, disability, long-term care and liability to mitigate threats to wealth preservation.

Step 5 - Investment policy development

We understand your goals, values, relationships and financial realities. This foundational step informs every recommendations we make.

Step 6 - Custom investment proposal

Deliver tailored recommendations—including asset allocation, strategy selection and portfolio design—in line with your policy.

Step 7 - Ongoing guidance and communication

Stay connected with proactive outreach, check-ins, education and performance updates—all tailored to your communication preferences.

Step 8 - Strategic reviews and adjustments

Conduct regular reviews to rebalance based on life changes, market shifts or evolving goals—keeping your plan dynamic and relevant.