Our Process
A multi-disciplinary, comprehensive financial planning firm with core beliefs in fee-based financial planning,
risk-management, protection and asset management.
GETTING TO KNOW YOU
1ST MEETING: GATHERING YOUR COORDINATES
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.
Your path
2nd meeting: defining your journey
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.
Your course
3rd meeting: your course made good
This is when we will answer any questions and clarify any expectations you may have moving forward. We will complete any additional paperwork and review the next steps at this time. Our main priority is for you to have a complete understanding of your strategy and have confidence concerning your finances.REVIEW
Yearly meeting: staying on track
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.