A multi-disciplinary, comprehensive financial planning firm with core beliefs in fee-based financial planning,
risk-management, protection and asset management.
We feel it is important for you to understand who we are, what we do, and how we do it. After a thorough explanation of our strategies and processes we spend time getting to know you and gathering information about you. We, at efp, tailor each financial strategy according to the unique needs of each client.
Once we discover what you want to accomplish, personally and financially, we review your specific situation in depth. Then we provide a comprehensive strategy to help maximize your current situation and help you achieve your specific financial goals and needs.
We will update your personal and financial goals to check on your progress and confirm the implemented strategies are doing what they are intended to do both in the short term and the long term. We will plan to meet once a year to conduct this meeting however, at encompass financial partners we understand life Changes and we are always available if you need us.