Steps for Investment Services:
Are you interested in pursuing a relationship with Gaining Ground Investment Services? For clients who are in need of Investment Management or Comprehensive Financial Planning services, we engage in the following process:
1. You call Ravi at 080-42198517. Together, we begin to explore your financial planning and investment advisory needs and discuss whether an advisory relationship with Gaining Ground might be a good fit for both parties.
2. If we think we may be able to help you, we’ll schedule a complimentary in-person consultation to evaluate your needs in more detail and determine what Gaining Ground can do for you.
3. After our in-person meeting, both parties determine if your goals and situation make you a good fit for our firm. If we decide to work together, we will sign a contract that includes a description of services we’ll provide and the fees we will charge.
4. We ask you to fill out our Financial Questionnaire and gather needed documents. This information helps us get a sense of your complete financial picture and develop an effective plan for you.
5. We deliver a financial plan or investment policy statement that is tailored to your specific needs. We help you implement the recommended action steps and continue to work together to address your ongoing needs and changing circumstances.