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Our Process

The best investments do not start with a good plan, they start with an understanding of the person. At EIG, we provide assistance throughout the planning process and involve our clients so they can gain both financial confidence and knowledge. From our initial consultation, through quarterly meetings and beyond, our process will focus on you.

As part of our financial planning process, we take as much time as necessary to ensure that you are fully involved and informed, from beginning to end. This is a strategy that we have successfully implemented to retain many of our clients for more than two decades.

In order to establish that kind of lifelong relationship, we need to start at the beginning - and that is where our one-hour complimentary consultation comes in. During this meeting, we explore your complete financial picture, including your current financial situation, family circumstances, unique needs and goals. We explain any fees that would be incurred if you decide to move forward and provide you with a consultation services checklist.

Everything we discuss will be held strictly confidential ensuring that we develop the most important part of financial planning – trust.

If you feel EIG is a good fit for you, we then develop an ongoing schedule, including quarterly meetings and yearly reviews.