PLANNING DOESN'T HAVE TO BE DIFFICULT.
You bring the goals. We'll help you find practical financial solutions.
Blue Sky Financial Group is a Fee Only Financial Advisory practice, supporting clients through all phases of financial life. Specializing in multi-generational wealth planning, retirement income planning and gifting, we work with entire families to help every generation reach their personal financial goals. Whether you have one or many financial goals and need help deciphering your options, Blue Sky Financial Group can help you navigate the financial decision making process.
Blue Sky Financial Group promotes the fiduciary responsibility of financial planners and is a proud member of the National Association of Personal Financial Advisors and XY Planning Network. Blue Sky is also part of the Fee Only Network.
Blue Sky Financial Group is a Registered Investment Advisor offering advisory services in the State of California and in other jurisdictions where exempt from registration.
Greg Gorski, CFP®
Investment Advisor Representative | Financial Planner
While personal finance is a subject everyone needs to address, Greg knows that education and guidance helps streamline the process and makes it an easier task. His goal is to help his clients define and understand their realistic goals so they can identify what needs to be done to achieve them. By doing the heavy lifting for clients, they are able to spend less time thinking about money and more time on the things that make them happy.
Greg is a New England transplant who resides in Walnut Creek, CA with his wife Becca, daughter Caitlin and son Theo. When not spending time with family, friends or clients, Greg can be found taking part in all forms of competitive activity, from board games to team sports - or spending time in the kitchen developing his next culinary treat.
ABOUT THE PLANNING PROCESS
The financial planning process begins with a series of meetings that allow the potential client to understand how financial planning works, what can be expected in the first few years and how the planning process transforms from a generalized concept to a very hands-on, client focused, personalized service.
The first year of financial planning consists of four general stages: