Financial Planning
At Alitus, financial planning isn’t one-size-fits-all. It’s built around you — your values, goals, and responsibilities. Whether you're focused on growing your wealth, protecting what you’ve earned, or navigating major transitions, we guide you with clarity and care.
Planning may include:
Retirement goal setting and cash flow projections
Estate and legacy strategy
Real estate and investment property considerations
Education and family support planning
Insurance coverage and risk review
Charitable giving strategies
Coordination with your CPA or attorney
Our process starts with you.
001
Listen and Learn
We start by understanding what matters to you. Not just the numbers, but your goals, values, and priorities.
002
Map and Align
We organize your financial picture and design a strategy that brings every piece into alignment.
003
Monitor and Adjust
Your plan is never static. We meet regularly to adjust for life, markets, and new opportunities.
You don’t need a one-time plan. You need a steady guide.
The truth is, most financial plans are snapshots. Static documents that make sense in the moment but fall apart when life changes, because life always does.
At Alitus, we stay with you. We’re not just here to deliver a folder. We’re here to walk with you through every chapter — new jobs, new goals, market shifts, unexpected turns. The plan evolves. The guidance remains steady.
We believe financial planning is less about prediction and more about preparation. You get a clear framework, regular check-ins, and real conversations, all rooted in your goals.
This isn’t a quarterly report. It’s a relationship.
One advisor.
Every angle covered.
Let’s simplify the complex and put every piece of your financial life to work — together.
Where portfolios
are personal.
Start a conversation. We’ll listen, learn, and help you make the next right decision.
Complete the form and we’ll connect with you to learn more and take the next step together.
We take a comprehensive view of your entire financial life, bringing together taxes, investments.
GMR Capital Management LLC dba Alitus Financial (“the Firm”) is a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Advisory services are offered to clients only where the Firm and its representatives are properly licensed or exempt from licensure. The Firm is a member of an independent alliance of registered investment advisers who, from time to time, utilize the services of CPS Investment Advisors (“CPS”) as a third-party investment manager. CPS is an independent investment adviser, registered with the Securities and Exchange Commission, and is not affiliated with the Firm. The Firm may recommend or allocate client assets to CPS as part of its investment management services. In such cases, CPS is responsible for the day-to-day investment management of those assets, subject to the Firm’s ongoing oversight. The Firm conducts due diligence on CPS but does not control or supervise CPS’s investment decisions. All investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. Nothing on this website should be construed as personalized investment advice or a solicitation to engage in a particular investment strategy. Any investment decision should be made after careful consideration of your individual financial situation and in consultation with qualified professionals.