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WEALTH BUILDER

Financial Planning Based Investment Management System

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The Financial GPS educational curriculum is accompanied by a Coaching & Consultation program that uses a Goals Based Financial Planning process. We identify the client’s goals and use financial analysis to determine if those goals are attainable given the clients income, savings, and spending levels. Our Holistic Approach to Teaching Financial Literacy addresses the clients Emotions, Knowledge, Planning, & Activity surrounding Finance & Investment. We focus on concepts of Behavioral Finance with the intent to Motivate, Engage, Educate, & Move Clients to Action.

Clients receive:

Individual Investment Strategy Consultations

Monthly Group Coaching Calls

Financial Calculators

  • Focus on one aspect of your client’s current financial situation
  • Provide a single, linear calculation
  • Generate and deliver to client a short, easy to understand report

Forecaster Assessment

  • Identify the client’s current financial situation
  • Illustrate what is needed to meet retirement, education, and major purchase goals
  • Assess existing life and disability insurance coverage
  • Analyze any additional life insurance needs
  • Deliver to Client a customized Forecaster client report

Asset Allocation Assessment

  • Establish the clients risk tolerance and determine an appropriated investor profile
  • Create a proposed investment portfolio that is appropriate to the client’s investor profile
  • Compare the expected rate of return and standard deviation for current and suggested asset mixes
  • Deliver to Client an Asset Allocation client report

Comprehensive Family Financial Planning

  • Net Worth and Cash Flow Analysis
  • Detail account and annuity information integration
  • Set Emergency Fund Goals
  • Analyze survivor income, disability income, and long-term care goals
  • Define profile for each individual goal
  • Conduct side by side comparisons of different strategies
  • Classify assets to allocate holdings and define different asset allocations
  • Enter Real Estate Assets as part of the analysis
  • Conduct Market volatility simulations and analysis
  • Generate Estate Planning Reports
  • Conduct Detailed cash flow and net worth analyses
  • Conduct Business Planning analyses
  • Deliver to Client a Highly Customized Comprehensive Client Report

Online Investment Account

Our Financial GPS Coaching services include any number of Investment Accounts required to implement the clients Financial Plan. Our platform provides full-service brokerage, custody, trading, performance reporting, tax management, and compliance services. Our Online Investment Accounts include features such as:

  • Investment Automation
  • Fractional Shares & Dollar Based Investing
  • Commission Free Portfolio Trades
  • No Investment Minimums
  • Customized Diversified Investment Portfolios
  • Auto Rebalancing
  • Tax Loss Harvesting
  • Fiduciary Responsibility
  • 24/7 Account Access
    • View Holdings
    • Performance
    • Activity
    • Balances
    • Statements

Personal Accounts

  • Individual
  • Joint – Rights of Survivorship
  • Joint – Tenants in Common
  • Joint – Community Property
  • Joint – Tenants by Entirety
  • Custodial (UGMA/UTMA)
  • Revocable Trust

Retirement Accounts

  • Rollover IRA
  • Traditional IRA
  • Roth IRA
  • SIMPLE IRA
  • SEP IRA
  • Beneficiary IRA

Business Accounts

  • Corporation-Type S
  • Corporation-Type C
  • General Partnership
  • Limited Partnership
  • Limited Liability Company – Type S
  • Limited Liability Company – Type C
  • Limited Liability Company – Partnership
  • Sole Proprietorship
  • Investment Club / Group


Your Instructor


Troy D. White
Troy D. White

Troy White has a Master’s Degree in Financial Analysis & Investment Management, a Bachelor of Science Degree in Business Management and a U.C. Berkeley Professional Certificate in Personal Financial Planning. He is also a Certified Treasury Professional with extensive experience and knowledge in educating customers on Investments, Securities Settlement Issues, Mortgage Warehouse Lines, Mortgage Backed Securitizaties, DTC, FED delivery, P&I Payments, Corporate Actions and other operations specific issues. He has held Series 7, 63, 65, Life & Health, CA Real Estate agent, Notary and NMLS licenses.


Course Curriculum


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Frequently Asked Questions


When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.

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