Comprehensive Financial Life Planning

Comprehensive financial life planning gives you a clear picture of where you stand financially and provides you with direction and discipline to help you achieve your financial and non-financial goals. The approach is independent, holistic, and goes far beyond investment planning. It considers every aspect of one’s life to ensure the decisions you make are driving you toward what you want and not conflicting or causing problems that might adversely affect your future.

At EKS Associates, the comprehensive planning process begins by reviewing, analyzing, and understanding your personal and professional situations, values, and goals. We evaluate the following areas of your life, all of which make up the elements of a financial plan:
  • Personal and financial goals
  • Cash management
  • Retirement planning
  • Investment planning
  • Estate planning
  • Insurance planning
  • Tax Planning
  • Education planning
  • Charitable planning
  • Intergenerational Family Planning

We then recommend and help implement action plans in all of the areas above, and with your permission, work closely with your other trusted advisors, such as accountants, attorneys and bankers, to further confirm your financial needs are being met and nothing is overlooked.

Thecomprehensive financial planning approach is designed to ensure that the long- and short-term implications of all of life’s choices - financial and non-financial - are proactively considered and balanced. Such planning requires strategic thinking, creative solutions, and client education.

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

We at EKS Associates take our fiduciary responsibility seriously. We are driven by a desire to help our clients achieve their dreams and feel secure about their financial future. Gives us a call to learn how our advisors and comprehensive financial planning process can benefit you and your family.