Fee-Only Financial Planning Designed to Help you Achieve Financial Independence

Fee-Only Financial Planning

Centered Around Your Goals

Financial independence means different things to different people. We define financial independence as having the freedom to do what you want, when you want, without worrying that it will negatively impact your financial future.

The financial plans we develop are designed just for you.

We ask strategic questions, listen to what is important to you, help you define and prioritize your short- and long-term goals, and then present an actionable plan to help you achieve your financial and personal life goals.

You aren’t alone after the initial implementation either. Following the initial implementation of your plan, we provide recommendations for ongoing maintenance and monitoring.

Life happens fast, and we are with you every step of the way.

What To Expect From Your Team

Whether you need to update your financial plan or have never created a plan, you are in the right place. Our advisors are experienced and highly credentialed. They include Certified Financial Planners, Certified Public Accountants, Personal Financial Specialists, and Chartered Advisors in Philanthropy. They are passionate about helping clients meet and exceed their personal and financial goals and can answer questions big and small. EKS Associates is committed to remaining independent, ensuring every recommendation is for the client’s good.