“Our bodies, minds and bank accounts make it possible for us to live the lives we want. So, it makes sense to take care of them in the most scientifically sound ways possible.”
- Dimensional Funds Founder & Chairman, David Booth
Glideslope Wealth Management is a fee-based registered investment advisor. Our approach was designed to provide comprehensive wealth management and financial planning for those who aspire to be active participants in achieving their financial goals.
We chose Glideslope as our firm’s name because glideslope refers to the safe path of descent for an aircraft preparing to land. We believe that supporting our clients’ path to a safe landing to be our greatest achievement. For us, it is about using a calculated strategic approach for safely arriving at a chosen destination that sets us apart.
Discovery & Assessment
Meet your Financial Co-Pilot
•Initial meetings are designed to obtain a comprehensive understanding of a client’s investment mindset (views on risk), investment approach (views on loss) and investment purpose (who/what they are investing for).
•During this initial stage of the discovery process, we focus on defining a client’s life priorities and aspirations.
•A thorough risk assessment will then be completed and analyzed to ensure our recommendations match clients’ ability, need, and desire to take risks.
2. Planning
Choose your destination & chart your course
•Pre-flight planning is the crucial first step to a safe flight. In the same way, a financial plan is the most critical element of wealth management. During this step, we work with you to develop a strategic and individualized plan of action that will help guide you to your destination while effectively stewarding your finances.
•With your destination in mind, we will compare and contrast the potential paths that will safely carry you there.
•Leveraging award-winning Financial Planning Software and our experience as CERTIFIED FINANCIAL PLANNERS, we take you through each phase of the 7-Step Financial Planning Process designed by the CFP Board.
3. Begin to Fly
Portfolio Implementation
&
Systematic Management
It is now time to take flight and implement the changes necessary to begin our journey.
The process does not end once we reach cruising altitude. As a fiduciary, we continue to monitor your financial plan and portfolio by performing the following services; always putting your financial well-being first.
Cash Flow & Budget Management
Discretionary Investment Management
Asset Allocation
Portfolio Rebalancing
Tax-loss Harvesting
Monitoring and Portfolio Maintenance
Consolidated Performance Reporting
Retirement
Insurance Consulting
Social Security & Medicare Planning
Estate Planning
Tax Optimization
Major Purchase Analysis
Scenario Planning
Gift Strategies