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The Perspective Formula Process

<strong>Financial Freedom: Start Your Journey with GNZ</strong>

Financial Freedom: Start Your Journey with GNZ

Our team is excited to serve you on your path toward Financial Freedom and a great retirement.

Our comprehensive planning is driven by our proprietary process, the Perspective Formula. The foundation of our planning is based on what Matters Most to You and for most people this revolves around three areas: 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.

“Life is a journey, not a destination.” 
- Ralph Waldo Emerson

Family: Your Number one

Family: Your Number one

The people that matter most in life are where you should be spending your time with as you focus on building lasting memories. Our process never loses sight of that.

Occupation: Your Work Optional Lifestyle

Occupation: Your Work Optional Lifestyle

Work because you want to - not because you have to. That's the aim, and why we take the longview on the ideal life you want to live.

Recreation: Your Bucket List

Recreation: Your Bucket List

There are places you want to go. There are things you want to see. You deserve the ability to add to your bucket list when you complete the first one! Our process gives you the time and security to work towards all that.

Money: How we get there.

Money: How we get there.

Money is not why we do it, it is just how we get there. Our Perspective Formula puts all the pieces of the financial puzzle together and helps keep them in place as your life unfolds and your plans evolve.

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