THE
Advantage
WGPS stands for the Woodruff Goal Planning System. It is a chain of conversations and actions that helps us get a better understanding of you, where you are, where you want to be, and how we can help you get there. We integrate a straightforward four-step approach with our WGPS in mind as the following:
1
CONNECT
We begin to understand you, your lifestyle, and financial situation at a macro level.
2
CLARIFY
We discuss your financial and personal goals. When those are ironed out, we track your current progress towards those goals. This is where we learn, “What’s missing?”
3
COORDINATE
This is where we work together to build and implement your financial plan.
4
COMMUNICATE
We discuss new life and economic events that occur and how that could impact your plan. We work together to adapt your plan using forward looking strategies.
