GFP Client Account

GFP Wealth Management

Not A Client Yet?
Here Are Some Things To Consider.

Time and time again we meet clients who say they wish they’d met with us sooner, when one of life’s many challenges hit their business or personal life. While it is often not too late for us to step in and help, the ideal solutions come before or immediately after some of these big changes. If you have recently considered or experienced a significant shift, a prompt meeting with the GFP advisor team is essential to ensure your goals are met.

Such change comes in many forms but here are a few that we observe frequently, for your consideration:

  • Acquisition or sale of commercial property
  • Departure or recruiting of key employees
  • Executive compensation packages
  • Retirement of an owner
  • Role change within a family business
  • Fair compensation of family members active in the business
  • Approached by outside purchasers
  • Fundamental disagreement among owners
  • Transfer of estate
  • Concerned with investment performance

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LEADERSHIP (Inner Circle)
is to inspire and engage others as demonstrated by your ability to be:

STEWARDSHIP (Center Ring)
is the passion and discipline to protect the long-term interests of others as demonstrated by your ability to be:

GOVERNANCE – Neurological Markers (Outer Ring)
is your ability to manage a procedurally prudent process, which requires that you demonstrate a process based on:

  • Procedural Justice

    The capacity for ethical leadership, particularly one’s ability to enact a fair, just, and transparent process to resolve moral conflicts or to allocate limited resources.

  • Vision - Inspiration

    The capacity for transforming leadership – the ability to connect with others and provide shared visions and strategies that engage, gain commitment and alignment, and inspire higher levels of performance.

  • Self - Complexity

    The capacity to understand one’s own self within changing roles and requirements, and the ability to adjust and adapt thoughts and behaviors to enact more appropriate responses to ill-defined, changing, and evolving situations.

  • Executive Control

    The capacity to regulate thoughts and emotions and to resolve conflicts between impulsive desires and adherence to the achievement of higher order and longer-term goals.

  • Situational Awareness

    The capacity to (a) perceive changes in one’s environment, (b) interpret changes to determine whether and how changes may impact goals and objectives, and (c) make predictions as to how changes may impact future events.

  • Social Astuteness

    The capacity for: (a) social inteligence, (b) interpersonal influence, (c) networking ability, and (d) sincerity.