PLANNING

& INVESTING FOR THE FUTURE

At Mountain View Financial, we

look at the big picture. This wholistic long term approach defines goals and helps create an actionable roadmap to help you stay on track.

FINANCIAL

PLANNING

Through our multi-step approach.

1

INTRODUCTION

 

During the initial planning meeting, the scope of the planning engagement will be defined and we will determine

contractual arrangements and specific planning needs.

2

DATA COLLECTION

 

During the data collection meeting, we will gather any and all information pertaining to the area of planning needed.

3

ANALYSIS

 

Our experience, education and tools will be used to analyze the information you provide to us to be able to produce the best recommendations.

4

RECOMMENDATIONS

 

When reviewing the recommendations, the planner and client select, adjust and revise until the plan is truly actionable.

5

IMPLEMENTATION

 

Both the client and the planner will have responsibilities on which to act. A financial plan is useless unless fully implemented.

6

ACCOUNTABILITY

 

This step is imperative to keeping a plan on track. Monitoring by both the planner and the client will reveal influential changes that require adjustments.

 

OUR MISSION

Our mission is to help you and your family. As financial professionals, we understand the financial world can be overwhelming when balancing all the other complexities of life. We partner with you to navigate and address the needs of your financial goals. The focus is on you and your family because we are a family-oriented investment team. We care as much about you as we do the performance of your portfolio.

 
DONALEE GONZALES, CFP®
Co-Founder and President

CONTACT

OUR ADDRESS

Mountain View Financial

2156 Alpine Blvd, Ste C

Alpine, CA 91901

Office :   (619) 867- 0668

Fax :  (619) 567-4186

Email :  dgonzales@lpl.com

CA Insurance Lic #0H45611

 

Click Here to Find Us

For any general inquiries, please fill in the following contact form:

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA www.finra.org / SIPC www.sipc.org / Broker Check https://brokercheck.finra.orgThe LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: AK, AL, AZ, CA, CO, CT, FL, HI, IA, KS, MN, MS, MT, NC, NM, NV, OH, OR, SC, TN, TX, WA, WI

Copyright © 2020 Mountain View Financial.  All Rights Reserved.                                          

(619) 867- 0668

2156 Alpine Blvd., Ste C. Alpine, CA 91901

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