At Eastwood & Associates, we want to make sure each visit helps you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We’re here to help educate you about the basic concepts of financial management, and we use a specific process to help ensure we provide you with the most efficient service.
- Introductory Meeting
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.
- Plan Development
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 forward 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.