At Guitian Wealth Management it all starts with a comprehensive plan. This is not simply a piece of paper that we create and file away hoping or depending on it leading you to your destination. We are at our best and able to understand your goals after the following process:
- Asking questions and listening
- Helping identify short-term objectives and long-term goals
- Finding or creating customized solutions
- Planning and implementing
- Monitoring and evaluating progress and results
- Recommending and making changes when necessary
