Our Process

After learning about your situation, we’ll summarize what we’ve heard and identify the planning opportunities that we believe could have the greatest impact. You’ll leave with a clear understanding of where we believe we can help.

If we both believe we’re the right fit, we’ll formally begin the planning relationship. We’ll outline the scope of our work, establish a planning fee, and begin building your customized financial strategy.

Behind the scenes, our team analyzes every aspect of your financial picture. We evaluate opportunities, model different scenarios, coordinate with other professionals when appropriate, and prepare recommendations tailored specifically to your goals.

Together we’ll review your personalized recommendations, answer every question, and prioritize the steps that will move you toward your goals. We move at your pace, ensuring you understand every recommendation before making decisions.

Life changes—and your financial strategy should evolve with it. Through regular progress meetings, ongoing* monitoring, and proactive advice, we’ll help keep your plan aligned with your changing goals and circumstances.

^{*Clients who desire ongoing financial planning and sign an agreement for our services, will not be charged the Advisor portion of an AUM Fee on any money we manage through our Investment Advisory Services. Note other fees such as Eagle’s fee, money manager fees, and custodial fees will still be charged. See Eagle’s Form ADV and the agreements you sign for more details. Both Financial Planning and Advisory Services are offered through Eagle Strategies LLC, a Registered Investment Adviser.}