Consulting with planning specialists

Within the GBAC division of Goals Based Financial, Certified Financial Planner’s (CFP) Bryan Scott and Brendan Gordon provide consulting services to other advisors in the financial services industry. Bryan and Brendan utilize their specific skill sets and expertise in comprehensive planning to strategically partner with advisors and their client(s). With their collaborative approach and personalized process, Bryan and Brendan work with advisor’s and their client(s) to provide the full planning experience. Bryan and Brendan create a plan detailing the client’s current and future financial status as well as a recommended plan providing clear and concise solutions for any deficiencies identified. A letter of engagement (LOE) is signed by all parties outlining Bryan and Brendan’s roll in the planning process and what both the advisor and client(s) can expect throughout their partnership.


Advisors we’ve worked with