OUR PROCESS
Step 1: Initial Phone Call
We will schedule a 15-minute phone call so we can determine together if our expertise matches your specific needs. If we aren’t a good fit for each other we will gladly introduce you to a firm who is better suited to your needs.
Step 2: Discovery Meeting (first meeting)
The goal of this meeting is to get to know each other further and fully understand your financial situation. We'll ask you questions to get perfectly clear on your goals, concerns and unique financial situation. With the information gleaned from this meeting, along with documents we'll ask you bring to the meeting, we'll be prepared to analyze your financial situation and potential solutions.
Step 3: Our Analysis
We'll spend the time analyzing your situation so that together we can determine exactly what needs to be done to achieve your financial goals. We will be solving for these four questions, among many others.
Step 4: Analysis and Proposal (second meeting)
During this meeting we'll outline the findings of our analysis and explain what exactly needs to be done to achieve your goals. During this meeting you'll experience first hand the value that we bring to our our clients.
At the end of this meeting we will ask if you would like to begin working with our firm or if you would like to sleep on it.
Step 5: Sleep On It
We want you to make an educated and informed decision. Having been in business for more than 20 years, we are in no rush for you to make a decision. Prior to deciding whether we should work together, you will want to answer the following questions:
- Do I like/trust/respect the team at Eaton-Cambridge?
- Will the benefits they provide exceed their cost?
- Do I understand and agree with their investment philosophy?
Step 6: Paperwork (third meeting)
During this meeting we will make sure all your questions are answered and if you are ready, start the paperwork to become a client.
*While we would love to work with you, we know that we won't be a good fit for every one, and if that's the case, we'll do our very best to steer you in the right direction. In other words, there is never a hard-sell or pressure to say yes. We hope that if you decide to move forward, both of us feel confident that we will be your advisors for the rest of your lives.
We will schedule a 15-minute phone call so we can determine together if our expertise matches your specific needs. If we aren’t a good fit for each other we will gladly introduce you to a firm who is better suited to your needs.
Step 2: Discovery Meeting (first meeting)
The goal of this meeting is to get to know each other further and fully understand your financial situation. We'll ask you questions to get perfectly clear on your goals, concerns and unique financial situation. With the information gleaned from this meeting, along with documents we'll ask you bring to the meeting, we'll be prepared to analyze your financial situation and potential solutions.
Step 3: Our Analysis
We'll spend the time analyzing your situation so that together we can determine exactly what needs to be done to achieve your financial goals. We will be solving for these four questions, among many others.
- Are you on track to meet your retirement goals?
- Do you have a tax mitigation strategy?
- Is your portfolio in alignment with your goals?
- Can you reduce threats to your retirement?
Step 4: Analysis and Proposal (second meeting)
During this meeting we'll outline the findings of our analysis and explain what exactly needs to be done to achieve your goals. During this meeting you'll experience first hand the value that we bring to our our clients.
At the end of this meeting we will ask if you would like to begin working with our firm or if you would like to sleep on it.
Step 5: Sleep On It
We want you to make an educated and informed decision. Having been in business for more than 20 years, we are in no rush for you to make a decision. Prior to deciding whether we should work together, you will want to answer the following questions:
- Do I like/trust/respect the team at Eaton-Cambridge?
- Will the benefits they provide exceed their cost?
- Do I understand and agree with their investment philosophy?
Step 6: Paperwork (third meeting)
During this meeting we will make sure all your questions are answered and if you are ready, start the paperwork to become a client.
*While we would love to work with you, we know that we won't be a good fit for every one, and if that's the case, we'll do our very best to steer you in the right direction. In other words, there is never a hard-sell or pressure to say yes. We hope that if you decide to move forward, both of us feel confident that we will be your advisors for the rest of your lives.