Our vision is to offer access to Personal Financial Planning for Everyone and Wealth Management services for all who have the desire and ability to improve their financial future. Too often individuals feel access to customized financial planning and wealth accumulation is limited due to cost and/or lack of existing assets.
We are breaking through that barrier by providing different access platforms to match your personal circumstances and move you toward a secure financial future. Our services vary depending upon client need and circumstance which means we don't employ "rules of thumb". We focus on individuals and small business owners to help them achieve the best possible financial outcomes.
We are breaking through that barrier by providing different access platforms to match your personal circumstances and move you toward a secure financial future. Our services vary depending upon client need and circumstance which means we don't employ "rules of thumb". We focus on individuals and small business owners to help them achieve the best possible financial outcomes.
Services
Growing assets is both a science and an art. Our approach is a hybrid one that balances fundamental analysis with your personal needs and goals. There are lots of great investments out there, and we strive to match what we do to who you are. For a nominal monthly subscription fee, we offer a unique service based upon our customized planning method.
EAFA is a team dedicated to the goal of improving the lives of others. Money is the means to an end--it is not the end. Quality of life is the most important metric of happiness and money is only one variable of that measure. Our job is to help you sift through the noise and make the best possible decisions to enhance your quality of life.
We become your partner not just for managing investments, but for navigating the myriad of financial decision making. Included in the percentage of assets fee, our collective expertise is available to guide you. Our customized approach focuses clearly on the outcome, the fulfillment of your dreams, rather than short-term results.
Our goal is to provide access to Personal Financial Planning for Everyone. As a part of our commitment, EAFA has created a proprietary subscription-based service available at through an affordable, $45 monthly subscription. PFPE is designed as a stepping-stone to more in-depth financial planning, so it's best-suited for younger professionals starting out, or for anyone in a life-transition looking to re-establish their financial footing.
We believe that everyone can benefit from Personal Financial Planning. We have created access to solid customized, professional advice without breaking the bank or making a long-term commitment. This is why we offer a per hour advice model. By scheduling an appointment with us, you will access to this information and so much more.
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