Unlike other advisors that try to sell something to anyone and everyone, we’re selective of who we work with. We aim to be everything for a limited few, and we may or may not be a good fit for one another. Here is the unique process we work through with all potential clients of GTS FINANCIAL.
Our Process
 |  |  |  |  |  |
STEP 1: Want to learn more? Leveraging technology, we’ve handcrafted a special process to share a little about what makes us...well, us! Input your information below to gain exclusive access to a few short videos that will answer many questions you may have and give you a feel for our philosophy.
STEP 2: After watching the few brief videos, you'll get access to schedule your one-of-a-kind Discovery Meeting so we can get to know one another.
STEP 3: Any potential client must pass the three tests:
1. Can GTS add value by working with you?
2. Are your goals realistic and reasonable?
3. Are our personalities a good fit?
STEP 4: You'll receive a customized proposal with our easy to read GTS Transparent Fee™.
STEP 5: Don't you hate pushy sales calls? We do too. That's why we give you time to think about our proposal without the hard sell.
STEP 6: Once you decide to move forward, we begin our journey together.
Let's get started - Learn more:
Step 1 starts below once you input your information. Oh, and don't worry. If you don't have time right now, you'll also get an e-mail sent to you with a link so you can come back when it's convenient for you.