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Our Proprietary Process

Financial Freedom: Start Your Journey with GNZ

Our team is excited to support you on your path toward Financial Freedom and a fulfilling retirement. Our approach is anchored in our proprietary process, the Perspective Formula, which revolves around what Matters Most to You, primarily centered on Family, Occupation, and Recreation.

We are looking forward to starting a conversation to understand what matters most to you and how we can help you pursue your journey.  

Family: Your Number One

Family: Your Number One

For most, family stands as a cornerstone, and it's often the # 1 reason on the "why" list in your financial journey.

Whether it's seeing the last child through college or assisting family members in creating their own successful paths in life - famly is a driving force in our comprehensive planning.

Occupation: Your Work, Your Choice

Occupation: Your Work, Your Choice

Occupation holds the #2 spot on your "why" list. Some clients are diligently working toward a retirment goal, while others are already retired, emphasizing lifestyle preservation and risk mitigation. 

For those not interesting in retiring from their life's purpose, we work towards achieving a "work optional lifestyle." Whatever your choose, we remain dedicated to helping you reach your goals. 

Recreation: Your Bucket List

Recreation: Your Bucket List

Once family and occupation needs are met, we explore your bucket list - those aspirations you've postpones until now.

Your bucket list takes the #3 spot on your "why" list. It's time to savor the rewards of a journey and a life well-lived. 

Money: How We Get There

Money: How We Get There

While money management is a key focus at GNZ, we understand that money is a "how" in achieving your goals, never more than the vehicle. 

Our commitment is to guide you around all things financial. At GNZ, we always prioritize the "why" before delving into the "how."  Money is the means to accomplish what matters most in your unique journey in life. 

Start Your Journey Today!

Start Your Journey Today!

Our team is here to support you as embark on or continue your journey. Our initial conversation introduces you to our proprietary process, the Perspective Formula, where the essential elements of your individual journey reside. As your life unfolds and your needs evolve, our Process ensures the pieces of your financial puzzle remain in place and relevant.


Let's begin this journey together.

Schedule Your 15-minute Introductory Call Now!

SCHEDULE 15-MIN INTRO CALL