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Join the Adventure!

Join the Adventure!

Your journey to next level growth starts here!

Gestalt Financial Group was built for financial professionals who are tired of . . .

Cookie Cutter Financial Strategies

When financial strategies look the same, clients focus on performance and fees when choosing a financial professional.

Future Success Meters

Having confidence in future financial success based on the probability of random outcomes can be dangerous.

Over-Engineered Financial Products

Many of today's financial products are so complex, it's difficult to understand how they truly work.

A producer group that delivers refreshing planning strategies built on timeless principles.

Innovative Income Strategies

Beginning with the Portfolio Waterfall, our principle-based strategies help you stand out in a crowded field.

Concept Planning Resources

Simplify complex strategies through a collaborative discovery planning process.

On-Going Training for the Journey

In a continually changing industry, we provide on-going training to help you stay focused on what matters.

Benefits of Membership

Benefits of Membership

Accelerate Your Growth Potential

Access to our proprietary strategies, tools, and resources will accelerate your growth in less time and without having to buy another software program. 

Membership Creates Ownership

As a qualifying member your production builds ownership shares with potential future liquidation value.

Join a Community

Independent doesn't have to mean alone. Find your people, and grow together with like-minded financial professionals. 

On-Boarding Journey

4 Stages of the Journey

4 Stages of the Journey

There are 4 steps in the on-boarding process. The whole process is expected to take approximately 4 weeks. By the end of the process, you have both the tools and the know-how to take your business to the next level using the PW Planning Process.

Strategy Call

Your adventure begins with a phone call to determine if your business could benefit from the on-boarding process. 

What to Expect

PW Study Cohort

The PW Training Cohort is a 4-week study group that unpacks the Portfolio Waterfall planning principles.

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Begin the process of integrating the Portfolio Waterfall planning principles with your existing business model.

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1-to-1 Coaching

Get help with your first case. A Gestalt coach will set you up for success.

What to Expect

What Others Are Saying

Hear how Gestalt Financial Group planning principles have changed business for other financial professionals.

Truly making an impact

Truly making an impact

“As a financial professional, it can be daunting with all the different products and software out there . . ."

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The group was under a spell

The group was under a spell

"I’m part of a small local networking group. Up until two weeks ago, I had received only two small referrals . . ."

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A revolutionary approach

A revolutionary approach

"I believe that the Portfolio Waterfall strategy is a revolutionary approach to investment planning . . ."

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Schedule a Strategy Call

Ready to go? 

The first step is scheduling a strategy call. If you're ready to take the first step, click the Schedule Now button.

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Learn More

If you'd like to learn more about working with the Gestalt Financial Group, complete our form to intiate correspondence.

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