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 - Discovery 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: Second Office Meeting - Analysis and Proposal
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
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: Third 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.
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 - Discovery 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.
- Can you afford to retire?
- Are you overpaying your taxes?
- Is your portfolio structured in alignment with your goals?
- Can you eliminate, or at least reduce threats to your retirement?
Step 4: Second Office Meeting - Analysis and Proposal
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
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: Third 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.