Eastwood & Associates Wealth Strategies, LLC exists to help clients confidently navigate through the anxiety of planning for their futures.
Working together with Bouvier & Associates, our affiliated CPA firm, we build long-lasting relationships with our clients through a collaborative approach that helps them understand their financial situations and moves them toward their goals.
We believe long-term planning for the future is a necessity. Doing so will help relieve stresses and worries about the future, allowing individuals to focus on and enjoy the present.
We believe in taking the time to listen to our clients and what’s important to them. We seek to understand them so we can better serve them and help to get them where they want to go.
During the initial meeting, we strive to learn about each potential client and share our investment philosophy and beliefs to see if we are a good fit for each other.
Discovery and Vision Development
During the discovery meeting(s), we gather information on where you are now, how you arrived here and where you imagine yourself in the future. We’ll discuss the necessary approaches and the potential obstacles you might face in getting where you want to be.
Once we prioritize your needs, we will develop a strategy that meets your individual goals with solutions to potential obstacles.
Once the plan is finalized, we will put these solutions to work for your specific needs and begin to move toward your objectives.
We will provide ongoing monitoring of your progress toward the goals you identified during the discovery phase of our process. During these review sessions, we will discuss changes that have resulted because of events in your life and that should be accounted for in your plan.