Make a plan

Are you trying to follow a budget, pay off debt or save for retirement? We can help.

Yes, you have financial goals—but if you’re not following a realistic plan, you may find it difficult to actually achieve those goals.

Consider refining your financial plan with a G&F expert by your side. We're ready to work with you to help you achieve the goals that are most important to you.

Take charge of your finances with a Smart Money Plan™

A Smart Money Plan™ is a custom financial plan to help you get where you need to go. You meet with us and tell us about your goals and current financial situation and together we come up with a plan to get you there.

Discover your Smart Money Score

Your plans for a bright tomorrow start today. Ask us how you can discover your Smart Money Score.

What can I use a Smart Money PlanTM for?

Depending on your goals, your Smart Money Plan™ can cover:

Your Smart Money Plan™ appointment is a good time for your G&F Financial Planner to work with you to uncover any issues and opportunities in your finances. It's also a great time to ask any questions that you may have.

Give us a call. We can work together on your plan!

We will help you review your investments, create or update your plan, answer your questions, and recommend adjustments to help keep you on track. As your needs or circumstances change, your dedicated planner will work with you to update your plan to meet your financial objectives.

Are you ready to get started? 

Call us or book an appointment using our online form. Due to COVID-19 protocols, your planner will work with you over the phone or through video conferencing.

Frequently asked questions

Here are some questions people ask about the Smart Money Plan™

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Get financial advice

Find the right risk/reward balance.

Get investment advice

Meet with G&F Investment Specialists.

Grow my business

Get one-on-one time with a G&F business expert.

Let's get started on your Smart Money Plan

Greg Nakano, Financial Planner, G&F