ewm process

Integrated Financial Planning Process

Define Goals

Explore Objectives

Monitor & Review

The PlanningProcess

Implementation & Coordination

Portfolio Design

Explore Objectives

Once we have a thorough understanding of your situation and what you want out of retirement, we will analyze your financial situation in detail and present possible solutions to you, which may include:

• Retirement income
• Investment management
• Cash management
• Estate planning
• Charitable planning
• Long-term care

Define Goals

We start with goal definition because it allows us to build a portfolio and all-encompassing wealth strategy without taking on any more risk than is necessary.

Portfolio Design

We design a custom, well-diversified portfolio with an eye to mitigating both risk and tax. We present your portfolio and walk you through the strategies at work.

Implementation & Coordination

Our team is dedicated to helping you achieve your financial goals. By collaborating with your existing professionals and our specialist network, we can implement customized wealth management strategies that work for you. We pride ourselves on providing ongoing communication and support, so you can stay informed and confident in your financial decisions.

Monitor & Review Progress

The last step of this process requires us to continuously monitor and review your progress towards your specific goals. We will meet regularly to keep you informed about the progress and performance of your plan, as well as any new developments. It's crucial for you to have access to us at all times between review meetings to update us or ask any questions. Please do not hesitate to reach out to us if you need any assistance.