Our Process
At Goodman Financial, our process is centered around you, the client.
Our advisors use this seven-step process to guide you toward a stronger financial future.
Identify Your Ideal Advisor
At this initial stage we learn what is important to you, the reason you are acting now, what preferences you have in an Advisor, and tell you about our Fiduciary Standard.
Discover How to Best Help You
At our discovery meeting, you will meet with an Advisor to discuss your personal values, financial goals and circumstances, risk tolerance and investment concerns, and answer questions you may have about the firm. We will then have you complete a client profile and risk tolerance questionnaire.
Design a Portfolio for You
We assess the information uncovered in the discovery meeting and risk tolerance questionnaire to design a prudent investment plan for you and meet with you to discuss the game plan should you decide to engage our firm. We will discuss an analysis of your existing holding in addition to our individual stock and bond strategy, risk management for your portfolio, diversification, tax efficient allocation, and our overall investment strategy.
Welcome To the GFC family
We then make the transition to becoming a client as seamlessly as possible with preparing all the necessary paperwork, facilitating account transfers, and implementing the investment plan.
We will also get you set up on our Client Portal where you can view performance and transaction data all in one place.
Develop Your Personalized Plan
Once on board, we will create a holistic financial plan that helps you achieve your short-term and long-term goals in a tax efficient way. This will include a retirement plan with social security optimization and tax-efficient withdrawal strategies, estate planning, risk management planning, and much more. See our financial planning services page for more detailed information.
Keep You Informed
Throughout your relationship with us, you will receive communications regarding the rationale when we buy or sell a stock, monthly market recaps, quarterly portfolio reports, planning topic updates from our Advisors, and client appreciation events.
Provide You with Peace of Mind
Our Advisors are available on demand throughout the year and are proactive about reaching out to review your portfolio and financial plan with you – plus help with the implementation of plan recommendations. It is our personal touch in helping our clients achieve long-term success that sets us apart.
Let’s Get Started
Every journey has a beginning, middle, and end, start your journey with us today.