Eagle Creek Financial Advisors adhere to CFP Boards Standard of Professional Conduct (Standards).
1. Establish and Define the Client and Planner Relationship.
Our initial complimentary meeting will be the first opportunity to get to know one another. We will go over our process and work together to identify the role and responsibilities of the planner and you, our valued client.
2. Gather Data and Determine your Financial Goals
We will gather data and analyze your current financial situation, which may include cash flow, taxes, insurance policies, retirement accounts, bank accounts, mortgage statements and estate planning documents.
3. Analyze and Evaluate Your Current Financial Status
We will consider the all aspects of your current financial situation to determine the resources available and the next steps to meet your goals.
4. Develop and Present the Financial Plan
We will review and explain the rationale for our recommendations so you can make an informed decision. We will discuss any concerns you may have and make revisions as necessary. We understand the plan will continue to evolve. After presenting the plan, we will discuss the next steps
We will discuss the plan together and the time line or the implementation.
6. Monitor the Plan
Your plan will continue to evolve and our relationship will continue to grow. We will be your trusted advisor and work together to continue to update your plan at least annually or as needed.