Step #3: Follow the Mapped Route
This stage is where the real work begins. As a result of our extensive planning and vision-casting, you will now receive a Recommended Personal Portfolio. This portfolio combines a variety of investments in your best interest that will work together to help you achieve your goals.
Step#4: Checking the engine.
Progress is most enjoyable when it is monitored and tracked. We want to celebrate small victories along the way. Each successful pit stop signals success as you continue on the road. At the Gobble Financial Group we believe that information is power. We gather information from each of our regular meetings and combine it with the Envision tool’s unique tracking abilities to ensure you are staying on the most advantageous path toward your financial success. To help you monitor this progress, you will receive:
● Account statements
● Quarterly performance reports
● Regular Envision® plan updates
● 24 hour access to your online account
We want to join you in celebrating your successes and help you to focus on the things that really matter, enabling you to live your life your way.
Step#5: Making Adjustments.
The Gobble Financial Group is here to serve you. We will inform you of conditions that may affect your journey and possibilities you may encounter along the way. We keep an eye on current investing trends, unusual market activity, and other useful information in the financial world that will allow you to best navigate your financial decisions and become a more educated and successful wealth-builder. Our website is a resource for current research and helpful resources, and is available to you anytime.
Step#6: Reaching your destination.
“Someone’s sitting in the shade today because someone planted a tree a long time ago.” -Warren Buffett
Achieving your investment goals comes in many forms.
● Living a comfortable retirement
● Purchasing your dream vacation home
● Leaving a legacy for your family
● Making your community a better place
Your life's journey will be much smoother with the right financial guide–someone who has successfully guided others like you from pit stop to pit stop, along the path toward achieving the financial life they’ve always dreamed.