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Our Process

The Gardey Difference

It's All About You!

Step 1

Using our unique Discovery Process, we gather the information we will need to counsel you. To start this process we use a two-part New Client packet consisting of a three-page client contact sheet and a financial planning workbook. Filling out this information will provide us with the necessary information to understand your needs on a granular level. 

Step 2

With the data on hand from the Discovery Process and factoring in your Risk Profile from your initial meeting with us, we prepare customized investment management and financial planning solutions designed to help you achieve your dream retirement.

Step 3

We develop, implement, and monitor your financial plan. We hold periodic meetings with you either in our Saginaw offices, at a convenient location, via Zoom, or over the phone to consult with you on your progress toward your goals. 

During these meetings and conferences, we will evaluate your progress and make adjustments as needed to ensure your plan is executed as effectively as possible. In addition, we are here to answer any financial planning questions or concerns you may have along the way.  

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