What is the G.O.A.L. FORMula?
At Goff Wealth Management in Lafayette, LA, we believe that achieving financial independence begins with having a clear, proven process. That’s why we created our proprietary G.O.A.L. FORMula—a personalized approach to financial planning that helps clients pursue their life’s most meaningful priorities.
Our process delivers two key benefits:
1️⃣ It ensures we stay focused on what matters most to you—Family, Occupation, and Recreation. These core priorities guide why financial independence matters, with money serving as a means to support what you value most.
2️⃣ It keeps our attention on what we can control—our Philosophy, Planning, and Process—while helping clients avoid distractions from market noise or uncertainty. This disciplined focus is why we have the privilege of serving multi-generational clients across South Louisiana.
The 7 Pillars of our Process
Throughout our long-term partnership, there are 81 distinct ways we can support your financial journey—organized into seven core pillars that form the foundation of our client experience. These pillars ensure that no matter where you are in life, your plan evolves with you.
Our Partnership with You
Using our proprietary G.O.A.L. FORMula, we provide comprehensive financial planning and wealth management through every stage of life. Our goal is to help you:
✅ Protect and grow your family investment legacy
✅ Create a work-optional lifestyle
✅ Check off the experiences and dreams on your recreational bucket list
We build long-term relationships with our clients—offering clarity, confidence, and personalized guidance for every financial milestone.
