You have financial goals. They are unique from your neighbors, friends and associates. The plan of action and roadmap to achieve them will need to be unique as well. This is where Gabriel Capital can help. It starts with a meeting. Then comes information gathering, analysis and follow up questions. It ends with a roadmap and plan to execute the strategy to arrive at your financial destination.
An initial one hour meeting is free of charge. During this meeting you will learn about services available, discuss the solutions you are looking for and have a better idea if Gabriel Capital is a good fit.
Build out a complete picture of your investment allocation, income, spending and estate legacy goals. You will receive a complete financial plan and single sheet summary showing milestone events and timeline. Clients have the ability to enter their personal information directly into a form on a dedicated portal. This will save Gabriel Capital time and in turn, saves you money.
Create a focused list of goals, objectives and solutions to present to your attorney or CPA. This allows your other professionals to focus on creating the right document or structure. The result is less time & money spent, and more certainty your end objectives are met.
Note: Existing portfolio management clients are charged 50% of the current financial planning rate if they have been a client for 12 months or longer. Financial planning clients who elect to hire the advisor for portfolio management services will receive a credit of 50% of planning fees starting in the 5th quarter of portfolio management services.
Financial planning services are provided by Dan Jacobson, a CERTIFIED FINANCIAL PLANNER ™ professional.
Reach out with questions or book a meeting
