GUIDED WEALTH TRANSFORMATION ®
Guided conversations that will change how you think about life and money
Guided Wealth Transformation®
is a unique,
life-defining, goal-setting process developed by experienced wealth advisors at GV Financial Advisors, including me. It is designed to
replace confusion, complexity, and lack of knowledge with clarity, simplicity, and confidence
as you think about your life, the future, and your financial affairs.
To begin the process, I
conduct conversations with you to redefine financial
planning and wealth transformation. Then,
I help you channel your thoughts, ideas,
and ambitions in five distinctive ways, to visualize your new future.
As you will see, the focus is not just about money. It is about you, your family, and everything that is important to all of you, including your talents. Your businesses. Your goals and desires. Even your philanthropy.
FINANCIAL
ADVISOR
ChFC, CDFA
A NEW MODEL
For years,
David Geller and Matt Geller,
the
founders of
GV Financial Advisors,
felt that
traditional planning models failed to address objectives that have everything to do with
your
life, your happiness, and your sense of well-being.
Guided Wealth Transformation® is a management solution that
puts people, not money, first.