The enws experience

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Your Life. Your Goals.

Your experience.

get acquainted call

Our 30 minute get acquainted call is where we ask you some basic questions about what you are currently doing and what your objectives are. In addition, this is a great opportunity for you to get to know us and find out how we work with similar clients.

Discovery

This complimentary meeting is a time to accomplish two objectives. First, is to deeply understand your current financial situation. Second, is to truly define your financial future. As you can imagine, this may not be easy. We have a unique process that allows you to easily explore your future.

presentation

After Discovery, we get together again to go over an initial plan based on our discussions up to this point. We show you a high-level view of the plan we recommend and clarify what our working relationship could look like.  

customized implementation

After the initial set up, we move forward with implementing our recommendations at a pace that makes sense for you.

monitor & adjust

We continue to partner with you to monitor everything in your financial life and are there along the way as things change. We will continue to adjust our plan to help you make financial decisions throughout your life.