Goal Planning & Monitoring  (GPM)

Using interactive features like PlayZone® and What Are You Afraid Of?®, you can instantly see how changes impact your plan’s probablilty of success.

We can stress-test your choices to help you feel confident that, even through changes, you’ll stay in the “confidence zone,” the optimal financial position for achieving your goals and keeping you there over time.

Navigating complex issues such as year-end tax planning, investment allocations, Social Security analysis, estate planning, long-term care, and healthcare solutions becomes easier because all your financial components are fully integrated in one place.

Once your data is entered, you can even access your plan from home using your Client Access login.

With sound planning, we can all get a little more out of life – spending more time focused on what’s important to us and less time worrying about finances.

To get started, simply fill out the GPM Fact-Finder form below and then email us today.

GPM Fact Finder Image 


Choosing the right team to serve as your trusted partner is essential for your financial independence and well-being.
Stephen J. Francis, CFP®, Financial Advisor, Branch Manager