Our Client Process
Choosing a financial advisor is a big decision. That’s why our process is designed to be simple, transparent, and pressure-free. From our first conversation to your personalized plan, we guide you step by step so you know exactly how we can help.
Best of all, there is no cost or obligation for going through our process. You’ll have the clarity you need before making any commitments.
Step 1- Initial 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.
Step 2- First Meeting
We’ll meet to learn about your goals, walk through your current financial picture, and calculate your Financial Independence Number, the amount you’ll need to reach freedom and security. This is all about building trust and setting a clear target together.
Step 3- Prepare Your Plan
Behind the scenes, we put together a personalized financial plan based on what matters most to you. No cookie-cutter templates, just a strategy tailored to your goals.
Step 4- Second Meeting
In this meeting, we’ll clearly explain what steps are needed to reach your financial goals.
You’ll see, in real dollars, how our firm can strengthen your finances.
At the end, we’ll simply ask if you’d like to move forward with us or take some time to think it over.
Step 5- Staying On Track
We believe in building a lifetime relationship with clients and we do that by building a personalized client experience. We want clients to be comfortable to call us at any time, but we also know they live busy lives. We create a regular follow-up plan to discuss where their needs currently are, and what has changed, is changing or soon to change.
A representative’s ability to offer products and services is based on the licenses held by the individual, and the states in which the individual is registered. Not all representatives are authorized to sell all products and services. For additional information about a representative, including licenses and state registrations, please visit www.BrokerCheck.com.
Investors should carefully consider the investment objectives, risks, charges, fees and expenses of any mutual fund before investing. This and other important information can be found in the fund’s prospectus and, if available, the summary prospectus. Please read the prospectus and, if available, the summary prospectus carefully before investing. Prospectuses are available from your representative.
EFS representatives are not estate planners, or tax advisors. For related advice, individuals should consult an appropriately licensed professional.
This material is for informational purposes only and should not be considered investment advice or a recommendation to buy, sell or hold a security.
Investing entails risk including loss of principal. Past performance is no guarantee of future results.