OUR PROCESS
Step 1: Initial Phone Call -- Before committing your time or ours, this 15-minute phone call will give us both a chance to make sure your situation matches our expertise. 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: First Office 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.
Step 3: Sleep On It -- 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 4: Second In Office Meeting / Paperwork -- During this meeting we will answer any questions you have and if you are ready, start the paperwork to become a client. Prior to this meeting we will have sent you a detailed explanation of this process and answered all of your questions and concerns.
*While we would love to work with you, if you decide that it’s not a good fit we will wish you all the best and every success. In other words, there is never a hard-sell or pressure to say yes.
Step 5: Financial Planning Launch -- Once you've decided to move forward with our firm and signed all the necessary account opening documents, we'll schedule our first financial planning meeting so we can start the process of crafting your financial plan and get your investments aligned accordingly.
Step 2: First Office 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.
Step 3: Sleep On It -- 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 4: Second In Office Meeting / Paperwork -- During this meeting we will answer any questions you have and if you are ready, start the paperwork to become a client. Prior to this meeting we will have sent you a detailed explanation of this process and answered all of your questions and concerns.
*While we would love to work with you, if you decide that it’s not a good fit we will wish you all the best and every success. In other words, there is never a hard-sell or pressure to say yes.
Step 5: Financial Planning Launch -- Once you've decided to move forward with our firm and signed all the necessary account opening documents, we'll schedule our first financial planning meeting so we can start the process of crafting your financial plan and get your investments aligned accordingly.