What You Can Expect

Comprehensive Financial Planning Designed for Financial Independence

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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 to do exactly that. 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.

Don’t let fear of the unknown stop you from planning for your future.

Here is what you can expect when you meet with an EKS financial advisor. 

Data Gathering Meeting

The first face-to-face meeting is called the Data Gathering Meeting and typically lasts two hours. This is a conversation about you. Tell us your goals - what you want, as well as what you need. Share your philosophies about money and investments, and how your past experiences may have influenced you.   

To make this meeting as productive as possible, we created the EKS Fact Finder that you can complete before you come in. The Fact Finder helps you organize your documents and provides us with a foundation to begin your plan.

We review the Fact Finder with you to ensure we have everything we need to create a strategy that will help you succeed.

Understanding your big picture is important to us. At this meeting, we listen far more than we talk.

Download the Fact Finder

Financial Plan Delivery Meeting

The second in-person meeting is the Financial Plan Delivery. This is scheduled approximately eight weeks after the Data Gathering Meeting and typically lasts about two hours.

Here, we review the comprehensive financial plan in detail, including your current position and our recommendations. We explain how each of the areas we address (e.g., retirement planning, investment management, tax planning, and more) ties into your bigger financial picture. The meeting does not end until you feel comfortable and your questions have been answered.

Inevitably, clients think of questions after the plan delivery meeting has ended. We expect this and welcome your questions. That is why we schedule a follow-up phone call to review your additional thoughts. Once you are comfortable with the recommendations inside your financial plan, we begin implementation.

Ongoing Monitoring and Maintenance

For a financial plan to be truly successful throughout one's life, the plan and one's investment portfolio must be monitored, updated, and periodically rebalanced.

Life is fluid. People marry, divorce, have children, and inherit money, among other significant life events. As your circumstances change, so must your financial plan. 

After the initial implementation is complete, we remain available to you through our follow-up service plans, which include face-to-face meetings and ongoing monitoring.

There are two options available: 

A Retainer Plan includes quarterly meetings as well as active management throughout the year.

A Semi-Annual Update Plan includes two meetings a year. 

Learn More About Our Follow-Up Service Plans

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

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