Financial Planning
Navigating your financial journey can be complex. As your dedicated advisor, Girdwood Capital offers personalized financial planning that adapt to your life’s milestones. Let us help you plan for your long term goals.
Financial Planning Services
Retirement Planning
Rainy-Day & Savings
Education Planning
Career Change
Long-Term Care Planning
Your Financial Planning Timeline
Your financial journey is a lifelong adventure, and we're here to guide you every step of the way. Our comprehensive timeline illustrates the key phases of financial planning, tailored to your evolving needs and goals. Explore each stage to see how we can help you navigate your financial future.
Early Career
Building Your Foundation (20s-30s)
Start strong with budgeting, debt management, and initial investments. You may be more interested in starting to build savings for a home or a child's education. You are focusing on your career and family, starting the long road ahead.
Mid Career
Accelerating Growth (30s-50s)
Balance career advancement, family planning, and wealth accumulation. You're at the stage of your life where you're taking care of your family, balancing multiple spending needs, including everyday spending, a mortgage, college planning, and retirement.
Late Career
Maximizing Potential (50s-60s)
You are at the peak of your earnings potential and want oversight and management of your savings. You may be at the stage of your life where you're confronting multiple challenges. While continuing to save for retirement, you may face situations such as a change in career path or the need for financial discussions related to your parents.
Retirement Ready
Securing Your Legacy (60+)
You are focusing on your retirement plan while thinking about wealth transfer. You wish to balance your desired spending in retirement, while preparing for expenses like long-term medical care.
Investment for Everyone
Whether you're a young professional just starting your financial journey, an established career-builder juggling multiple priorities, or a retiree looking to preserve and grow your wealth, Girdwood Capital can suit your goals and condition. We specialize in guiding clients through every stage of their financial lives, offering personalized strategies that evolve with your changing needs and goals. Book a call to see if Girdwood Capital is the right fit for you.
Early Career
For working professionals that are early in their career looking to plan for the long road. There is no time to start like the present!
Mid-Career
For professionals in the middle or near the end of their careers who are looking to preserve wealth and balance investment risk and reward.
Retirement
For professionals who are looking to retire or have retired and are looking for resilient wealth and investment management to continue through retirement.
