The client experience

We believe a successful, long-term relationship starts with truly understanding the people we serve. That means taking the time to understand your goals, values, priorities and financial life before determining how we can help.

Our client experience has been shaped by decades of working with individuals and families and refined around what we've learned along the way. From determining whether there's a mutual fit, to getting everything organized and implemented, to proactively serving you and your family in the years that follow, each stage of the relationship has a purpose.

Our client experience is built around three stages: Client Fit, Onboarding and Ongoing Proactive Service.

Client fit

Every relationship begins by getting to know one another. We learn about your goals, values, priorities and financial picture while giving you the opportunity to understand our team, our approach and the services we provide.

From there, we'll decide together if there's a mutual fit. If there is, we'll take a deeper look at your financial picture and begin developing a strategy around what you're trying to accomplish.

Onboarding

Once we decide to work together, we begin bringing the pieces together. Our team helps organize your financial picture, establish your accounts, implement the strategies we've agreed upon, and introduce you to the people and resources that will support your relationship with us.

When appropriate, we also coordinate with your CPA, estate attorney and other professionals so the different areas of your financial life can work together.

Ongoing proactive service

Once you're fully onboarded, our focus shifts to keeping the different pieces of your financial life moving forward. Through regular Strategy & Tactical meetings, FORM contacts, work across the seven pillars, and communication around important life and financial events, we stay connected to what's happening in your life and help your WealthPlan evolve along with it.

Much of our work happens behind the scenes. As circumstances change, priorities shift and new needs arise, our team remains focused on the details while helping you make appropriate adjustments along the way.

Above all else, our clients value their time, energy and attention. Our goal is to help manage the interconnected pieces of your financial life so you can spend more of each on what matters most. From our first conversation through the years that follow, you have an experienced professional team and a clear process with you every step of the way.

Contact us today to start a conversation and explore whether The Garlock Wealth Planning Group is the right fit for you and your family.