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What is the Consultation Process? 

At George Wealth Management, we are committed to delivering personalized strategies and solutions that address your unique needs and priorities. Let us guide you on your financial journey and help you achieve the future you envision


Appointment Objective:

The objective of this consultative appointment is to guide you toward achieving clarity around your vision, values, and goals. Through a series of engaging exercises, analysis using Money Guide Pro, and thought-provoking discussions, we will work together to establish goal clarification and agree on the commitment and priority of your 1-year, 3-year, 5-year, and 10-year goals. By the end of the appointment, you will have a clear roadmap and actionable steps towards your financial aspirations.

Appointment Structure:


Introduction (5 mins)

Values Exploration Exercise (15 mins)

Vision and Goal Clarification (20 mins)

Money Guide Pro Analysis and Projections (25 mins)

Retirement Income Style Assessment (15 mins)

Interactive Discussion and Recommendations (20 mins)c

Summary and Action Steps (10 mins)

Financial Planning

This is where it all starts. Every person and every journey is different so no financial plan should look the same. Some of the primary financial planning concepts we address: cash flow and spending, investment analysis, employee benefits, college funding, insurance, income tax, estate planning strategies, and charitable gifting. Then we develop a plan incorporating all of your financial accounts no matter where they are held. This full picture allows us to help determine if you are on track to meet specific goals and helps us make decisions throughout life that we deem are most appropriate for you.

Investment Management

As each individual is unique, so is our approach to money management. Our knowledge and insight into the stock market enables us to craft an investment portfolio uniquely tailored to you. We work with you to identify your short- and long-term objectives, determine your optimal risk tolerance and design a strategy that aligns with your timeline. We analyze your existing investments, then make recommendations based on your specific financial circumstances. We educate you on the rationale behind each investment decision so you’re well-versed in the logic of our approach.

Risk Management

Our assessment aims to mitigate the financial and other losses associated with life’s risks. From proper life insurance protection, asset protection strategies to conservative strategies, we map out a plan for dealing with various potential risks. As life changes, we’ll review your program to make sure it’s still right for you along the road toward building and preserving wealth.

Tax Strategies

Do you want to reduce your tax burden? Do you want to increase your assets? We can work with your tax preparer or CPA (or can refer you to one) to review your tax return for opportunities to help minimize taxes, and we look for ways throughout the year to help reduce your tax burden by:

✓ Restructuring your investment portfolio with the goal of producing a higher after-tax return
✓ Maximizing qualified plan and IRA contributions 

Estate Planning

You may think estate planning is only for the wealthy. Not true. Estate Planning is more than a will and is more than just determining who gets your property when you pass away. It is about minimizing the financial and emotional costs for you and your loved ones. Whether you wish to create your estate plan for the first time or update your existing plan, our team of professionals helps you create a comprehensive and personalized estate plan for your legacy that works toward providing you with the financial confidence you deserve.

All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.