Helpful Resources

Here a are few resources to help you reach your financial goals. Please let us know if you have any questions or need assistance.

GLFP - Mission & Goals - 2021 (pdf)

GLFP - Core Values - 2021 (pdf)

GLFP - Document Checklist (pdf)

GLFP - Document Retention Guide (pdf)

Important-Dates-2021 (pdf)

Important-Milestones-2021 (pdf)

Issues-To-Consider-As-A-New-Client-2021 (pdf)

Master-List-Of-Goals-2021 (pdf)

What-Issues-Should-I-Consider-When-Starting-Out-Financially-2021 (pdf)

What-Issues-Should-I-Consider-Before-The-End-Of-The-Year-2021 (pdf)

What-Issues-Should-I-Consider-When-Getting-Married-2021 (pdf)

What-Issues-Should-I-Consider-During-My-Divorce-2021 (pdf)

What-Issues-Should-I-Consider-When-Having-Or-Adopting-A-Child-2021 (pdf)

What-Issues-Should-I-Consider-When-Reviewing-My-Investments-2021 (pdf)

What-Issues-Should-I-Consider-During-A-Recession-Or-Market-Correction-2021 (pdf)

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