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How We Work

Our first priority is to learn about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication is how we operate. Conversation and communication are the basis of planning with Eagle Creek Financial Advisors.

First, we ask a lot of questions to get to know you. We review your cash flow, assets, liabilities, income, savings, and your personal values! This is to get a panoramic view of your financial life. We dust behind the corners to make sure that everything is included. Yes, even “that one account” that you have been ignoring because you don’t know what to do with it. 

Then, we talk about your goals. We help you think through short, mid, and long term aspirations. Understanding your values is equally important, and we will be sure your goals and values align. We often find that couple’s seldom have the same goals, it is important to have open dialogue with all parties.

After, we put together a baseline plan. We agree with the old adage that a goal without a plan is a wish. And since we understand that the process can be overwhelming, we deliver meaningful action items which can lead to immediate results.

Ongoing, we create a dynamic plan, updating and adjusting as your life changes. Whether it is a promotion, birth of a child, purchase of a new home, or the passing of a loved one, we will be with you along the way to re-evaluate your plan and move forward accordingly.

We are in this with you for the long term! We are not a transactional based firm.