Comprehensive Financial Life Planning

Financial Life Planning to Help You Achieve Your Financial and Personal Goals



Comprehensive financial life planning provides a clear picture of where you stand financially and offers direction and discipline to help you achieve your financial and non-financial goals. Our approach is independent, holistic, and goes far beyond investment planning. It considers every aspect of your life that can impact your future.

Some may ask why it's important to consider every area that is included in a financial plan. Clients often call asking about one specific issue, not realizing their question has implications on other areas.

Consider this analogy...

Every section of a financial plan is like a section of a symphony orchestra – brass, woodwinds, strings, and percussion. Individually, they sound nice. But in concert, under the guidance of an experienced conductor, they tell a beautiful story.

Your comprehensive financial life plan is your personal composition, written to help you achieve the beauty of financial independence. Your conductor – an experienced EKS Associates advisor – is committed to making your dreams a reality.

The Areas of a Financial Plan 

Each of the areas below has the ability to impact your long-term financial independence. We carefully assess each one, identifying your strengths, weaknesses, opportunities, and risks. Inside your financial plan we detail recommendations, and then implement your action plans once you are comfortable.

Should you desire, we consult with your other trusted advisors, such as your accountant and attorney, to ensure your entire advisory team is on the same page. In order to achieve and maintain financial independence, it is important that all your plans are working together toward the same goals. 

And we don’t stop with the plan presentation. Our follow-up services allow us to monitor everything and provide ongoing analysis and advice to confidently help you navigate life’s transitions.

Personal and Financial Goals

Retirement Planning

Estate Planning

Tax Planning

Charitable Giving Strategies

Protection Planning

Investment Management

Intergenerational Family Wealth Planning

Education Planning

Cash Management

Your Financial Steward, Every Step of the Way

As your financial steward, we provide independent and unbiased advice, advocating for you every step of the way. We are driven by a desire to help our clients achieve their dreams and feel secure about their financial future. Contact us to learn how our wealth advisors and comprehensive financial planning process can benefit you and your family.

Strategic Thinking. Creative Solutions. Client Education.

Learn How You Can Achieve Financial Independence. Contact Us Today.

Thank you!