Mountain View Financial Group

PLANNING & INVESTING FOR THE FUTURE

At Mountain View Financial, we believe in taking a holistic, long-term approach to financial planning. We work with you to define your goals, create an actionable roadmap, and help you stay on track. Our focus is on providing you with a clear understanding of your current financial situation and developing a strategy that will help you achieve your financial aspirations.

FINANCIAL PLANNING

Our financial planning process is a multi-step approach that is designed to create and maintain a sound financial plan.

INTRODUCTION

During the initial planning meeting, we will define the scope of the planning engagement, determine contractual arrangements, and discuss specific planning needs. This is an opportunity for us to get to know each other, understand your goals, and determine how we can best work together to achieve them.

DATA COLLECTION

In the data collection phase, we will gather any and all information that is pertinent to the area of planning needed. This may include information about your income, expenses, assets, liabilities, and insurance coverage. We will work with you to ensure that we have a complete picture of your financial situation.

ANALYSIS

Once we have collected all of the necessary data, we will use our experience, education, and tools to analyze the information and produce the best recommendations. We will consider a variety of factors, including your goals, risk tolerance, and time horizon, to develop a plan that is tailored to your unique needs.

RECOMMENDATIONS

When reviewing the recommendations, the planner and client mutually select, adjust, and revise until the plan is truly actionable. This is when the partnership between a client and planner truly flourishes. We work with you to ensure that you understand the recommendations and are comfortable with the proposed course of action.

IMPLEMENTATION

A financial plan is useless unless it is fully implemented. Both the client and the planner have responsibilities on which to act. We will work with you to ensure that you have a clear understanding of the actions that need to be taken and will provide you with the support and guidance you need to implement the plan.

ACCOUNTABILITY

Monitoring by both the planner and the client is imperative to keeping a plan on track. Changes that require adjustments will be revealed through monitoring. We will work with you to ensure that you are accountable for implementing the plan and making any necessary adjustments along the way.

OUR MISSION

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

MEET DONALEE GONZALES, CFP CO-FOUNDER AND PRESIDENT

Donalee Gonzales, CFP is the Co-Founder and President of Mountain View Financial. After graduating from the University of California Davis, Donalee began her financial services career in downtown San Diego. While working with multiple teams of advisors, Donalee discovered a passion for investment management and financial planning. She became a CERTIFIED FINANCIAL PLANNER in 2013, and has built Mountain View Financial around those core foundational values. She enjoys being an active participant in her community and can often be found volunteering at her children's school events or coaching their soccer and softball teams. Donalee and her husband, Joe, live in Texas with their two young daughters.