Gallant Financial Planning works with you in partnership to develop holistic financial life plans based on your unique pursuits and constraints. Money is a tool – the fulfillment of your vision is the goal.
Our role as an advisor is to help you establish your financial life map, which outlines where you are today, where you want to be in the future, and the route you need to take to get there. Working together as partners, we develop holistic financial life plans based on your unique pursuits and constraints.
Financial life planning doesn't just entail building a financial plan – it also focuses on strengthening your life plan. We work as your partner to develop a holistic life plan that will support your sense of financial well-being and life satisfaction. Designed according to your individual values, priorities, circumstances and aspirations, your plan will lead to your own unique version of the “rich life.”
Moreover, our financial life planning process is designed to increase your understanding of the habits, attitudes, and actions that will facilitate the achievement of your financial and life goals and support successful life transitions.
When you work with us, you’re working with an advisor who will take the time to truly get to know you and to understand your concerns and your dreams. Dedicated to understanding each client’s unique set of values, priorities, challenges, and opportunities, Debbie, as a financial life planner, puts your interests first when making the most appropriate financial recommendations.