Does GatherFP Check your Boxes?
At GatherFP, we’re confident in our style and process, but we know that our approach is not right for everyone. To know whether we’re a good fit for you, complete our simple checklist:
Do you…
You want to collaborate in a financial planning process, but also want a trustworthy partner to implement the details. If you’re somebody that likes to stay engaged but delegate solutions, check here!
You care about more than just the money. You want your finances to align with your values, and your goals include helping family, supporting good causes, and giving back to your community.
Our clients have a love and appreciation for Maine that matches ours, even if they’re not living here right now.
Life is complicated and ever changing. New clients typically work with GatherFP for 18 to 24 months to build and implement their Plan. Some feel prepared to go solo from there, while others partner with us for years.
We only onboard clients in two windows each year. That means you can expect to spend dedicated time setting up your plan over 4 months in the summer or winter, leaving you free of worries for the rest of the year!
Are we a good fit?
We like to work with fantastic people from all walks of life, but we know certain people get the most out of our services.
If you checked a lot of the boxes above, it sounds like we’re a great fit! Schedule a complimentary Get Acquainted call to learn more.
Now accepting new clients for 2023. Let’s get acquainted!
Not a good fit or can’t wait? We’re still here to help! Click here for our guide to finding trustworthy
financial advice.