How We Partner with You

At Goodrich and Associates, we believe successful financial planning is rooted in partnership, communication and a clear understanding of your unique goals and risk tolerance. When you choose to work with us, you're not just opening an account, you're engaging in a collaborative relationship built on trust, transparency and teamwork.

While we use a variety of strategies tailored to each client’s unique goals, two tools play a central role in how we help grow and preserve your retirement assets:

1. Investment Policy Statement (IPS): A strategic roadmap that aligns your investment portfolio with your goals, risk tolerance and time horizon.

2. Goal Planning & Monitoring (GPM): An interactive tool that helps organize your income, assets and retirement goals, allowing you to test “what-if” scenarios and make informed decisions with confidence.

We’re here to help you manage and implement your financial plan, but the real value lies in the ongoing dialogue, regular check-ins and shared commitment to your long-term success. Financial planning isn’t a one-time event, it’s a process, and we’re with you every step of the way.