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Financial Planning

What exactly is Financial Planning?

If one searches the internet, asks different professionals, or talks to friends or family, then the answer to what financial planning is, the value it provides, and how much it costs, can vary dramatically.

This can make:

  • Understanding “financial planning” confusing
  • Determining the value of financial planning to a particular investor difficult
  • Knowing where to start a bit daunting or uncertain

While the topic can be complex, Gibborim Financial strives to make it understandable, actionable, and customizable, by offering an approach that is different, empowerment oriented, and designed to be investor friendly.

First, our approach is conceptually simple. We think financial planning should be a function of life planning based on what you know, control, and expect to occur in the future. Essentially, clarifying where you are wanting to end up in the future, confirming where you are at present, and helping you create a strategy designed to bridge any gaps in your financial and wealth management plans.


Starting point …


A DIFFERENT APPROACH

Gibborim Financial's approach is derived from one developed from decades of institutional experience in conventional and alternative views of finance. The approach starts with a conceptual life progression model, substantiated by thousands of practicing advisors over decades, and built on proven wisdom and principles that apply to most all financial planning and decision for all people, under all financial and economic circumstances.


Investments in securities do not offer a fix rate of return. Principal, yield and/or share price will fluctuate with changes in market conditions and, when sold or redeemed, you may receive more or less than originally invested.  No system or financial planning strategy can guarantee future results.  Therefore, no current or prospective client should assume that future performance or any specific investment, investment strategy or product will be profitable.

 

Desire for a

Balanced Life

Based on Key Relationships

Achieved Through

Financial Planning

Centered on the 11 Uses of Money

Resulting in

Positive Life Impact

Eternally and temporarily

Empowerment Oriented

Gibborim Financial asserts that money, assets, investing, and planning are not ends in and of themselves but are means to achieve desired outcomes. Meaning effort and resources should be centered around, and positioned, towards accomplishing things, and things that matter to you.

Assisting our clients in keeping attention on their respective wellbeing and the important questions that should drive planning efforts are two of the most empowering things we can do for our clients.

Some representative questions used at the beginning of the process:

  • What life transitions are currently happening or will happen soon?
  • Are you living purposefully?
  • Are you living with discernment?
  • Is the next steward identified and prepared?
  • How are you currently investing in the areas that may last beyond your lifetime?
  • Who are you financially responsible for and to?
  • Are you learning to be more content regardless of the size of your current “pie?”
  • Are you aware of who really owns everything and what it means to be a good steward?
  • Do you have goals? Can you describe the process you use? What is your satisfaction level with the process?

Embedded within our model is the focus on helping clients build lasting knowledge, develop wisdom in decision making, and learn transferrable concepts, so they are encouraged to act.

INVESTOR FRIENDLY

Our process is comprehensive, step by step, and able to move at the speed of each family’s set of needs. Each planning engagement consists of a core set of services and optional services depending on specific need.

Financial Planning Services

Every Investor

  • Financial Statement Preparation and Analysis ✅
  • Cashflow and Budgeting Management and Analysis ✅
  • Insurance Planning and Risk Management ✅
  • Investment Planning ✅
  • Employee Benefits Planning and Coordinating ✅
  • Income Tax Planning ✅
  • Retirement and Income Planning ✅
  • Education Planning ✅
  • Basic Estate Planning ✅
  • Giving and Tithing ✅
  • Life Transition Planning, as Applicable ✅

Some Investors as Applicable

  • Basic Business Succession Planning ☑
  • Legacy Building ☑
  • Generosity and Planned Giving ☑
  • Residential and Commercial Real Estate Analysis ☑
  • Alternative Investment Analysis ☑
  • Multi-State Tax Planning ☑
  • Basic Asset Protection Planning ☑
  • Kingdom Finance Family Application ☑
  • Custom Planning for Specific Need or Situation ☑

Financial Planning can be empowering, economical, and incredibly meaningful and impactful to the success of your family’s future. Contact us with questions or to inquire about how we might be able to serve you. We are here to help.


Investments in securities do not offer a fix rate of return. Principal, yield and/or share price will fluctuate with changes in market conditions and, when sold or redeemed, you may receive more or less than originally invested.  No system or financial planning strategy can guarantee future results.  Therefore, no current or prospective client should assume that future performance or any specific investment, investment strategy or product will be profitable.

 

Questions?

If you have any questions or would like to explore potentially working together now or in the future, please contact Gibborim Financial at your convenience. Thank you.

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