Comprehensive

Financial Planning

Fee-only financial life planning provides a clear picture of where you stand financially, offers direction, and empowers you to achieve your financial and non-financial goals.

We are fiduciaries, which means our approach is independent and focused solely on what you need. We are holistic, providing comprehensive advice that goes far beyond investment planning. Comprehensive financial life planning considers every aspect of your life that can impact your ability to live a financially independent life.

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

Your money and your life goals are inextricably intertwined. Your question shouldn’t be “how much money do I need?” Ask yourself “what are my personal goals?” Do you want to take luxurious vacations each year, own a second home, retire early and travel the world, or something else? Your comprehensive financial plan will be designed to get you where you want to be.

Why Does a Financial Plan Need to be Comprehensive?

People often come to us asking about one specific issue, such as wanting to retire or needing advice about how to handle an inheritance. However, they don’t always realize their question has implications on other areas of their financial well-being.

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.

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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 the comprehensive financial planning process can benefit you and your family.

Your comprehensive financial life plan includes detailed recommendations and “what if” scenarios to help you evaluate your options. 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.

We believe in a team approach and addressing the big picture. Therefore, 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.

Contact us to learn how our wealth advisors and the comprehensive financial planning process can benefit you and your family.

Learn More About Our Services

The financial plans we develop are comprehensive and designed to help you achieve and maintain financial independence. The plan is driven by your needs and goals.

Request a discovery call today. Share your priorities and concerns with us. We welcome the opportunity to explain our approach. You will clearly see how our fee-only financial planning process can help you achieve your short- and long-term goals.

Schedule a Discovery Call