Comprehensive financial life planning considers every aspect of your life that can impact your financial independence. Learn what areas we evaluate and advise on. We define financial independence as having the freedom to do what you want, when you want, without financial concern. The financial plans we develop are designed to do exactly that.
Here is what you can expect when you meet with an EKS financial advisor. You are working hard to accumulate and preserve your wealth. You deserve a financial planner who listens to your aspirations and concerns, takes time to understand your values and what you want out of life, and is skilled enough to help you achieve your personal and financial goals.
Here is what you can expect when you meet with an EKS financial advisor. You are working hard to accumulate and preserve your wealth. You deserve a financial planner who listens to your aspirations and concerns, takes time to understand your values and what you want out of life, and is skilled enough to help you achieve your personal and financial goals.
Services
Comprehensive financial life planning goes far beyond investment management and retirement planning. The process explores your financial and personal life goals, provides you with a clear picture of where you stand financially, and offers you direction and discipline to help you achieve your dreams.
Whether you need to update your financial plan, or have never created a plan, you are in the right place. Our team consists of Certified Financial Planners, Certified Public Accountants, and Personal Financial Specialists; all of whom are passionate about helping clients meet their personal and financial goals.
As fee-only certified financial planners, we do not receive compensation from third parties. Clients pay a flat retainer fee or hourly rate in exchange for the advice we provide; and that fee is never contingent upon the size of the portfolio. Our only compensation comes from you - our client.
Since the firm's founding more than 30 years ago, we have been committed to fee-only comprehensive financial life planning because we believe it is the most responsible way to help our clients.Running a business that does not act in the best interest of the client is simply not sustainable. Two things make our process stand out among the crowd of financial planning and investment advisory firms.
Since the firm's founding more than 30 years ago, we have been committed to fee-only comprehensive financial life planning because we believe it is the most responsible way to help our clients.Running a business that does not act in the best interest of the client is simply not sustainable. Two things make our process stand out among the crowd of financial planning and investment advisory firms.
Financial independence means different things to different people. We define financial independence as having the freedom to do what you want, when you want, without worrying that it will negatively impact your financial future. The financial plans we develop are designed to do exactly that.
We ask strategic questions, listen to what is important to you, help you define and prioritize your short- and long-term goals, and then present an actionable plan to help you achieve your financial and personal life goals.Don't let fear of the unknown stop you from planning for your future. Here is what you can expect when you meet with an EKS financial advisor.
We ask strategic questions, listen to what is important to you, help you define and prioritize your short- and long-term goals, and then present an actionable plan to help you achieve your financial and personal life goals.Don't let fear of the unknown stop you from planning for your future. Here is what you can expect when you meet with an EKS financial advisor.
At EKS Associates, we are privileged to enjoy long-term relationships with our clients. We expect your personal lives and desires to shift. We know the economy will swing and tax laws change constantly. This is why your financial plan is meant to be a dynamic document, flexible enough to accommodate life's transitions.
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