A PLAN BUILT FOR YOU

As the saying goes, sometimes, the first step is the most difficult. At Gotham Block, we developed our system to make your first steps not only easy but effective. We quickly gather the necessary information and start building your custom strategy. Here’s what to expect:
1

Get Organized

We’ll help you pull together the right records to accurately capture your current financial situation and show you how to store them in a secure online vault for easy access.

2

Set Goals

Together, we will discuss the different areas of your financial picture. We will address immediate concerns and begin formulating long- and short-term goals.

3

The Whole Picture

We review in-depth every element of your current financial picture – net worth, investment portfolios, equity compensation, retirement outlook, estate planning, and more. We will get together several times, and the result will be a custom financial plan that inspires confidence.

4

Implement

With your plan in place, we will build your portfolio, guide your equity compensation strategies, and work with your CPA, attorney, and insurance broker to implement the other elements of our comprehensive recommendations.

5

Monitor

Life happens, so we will meet two to four times each year and whenever events warrant a review, such as a new job or new addition to your family. We will make sure that your insurance, investments, and retirement plans continue to fit your situation.