Investing In You
Five Point Onboarding Process
1 Discovery Meeting
- Learning About You
- Understanding Your Goals
- What’s Important To You
- Review Your Investment Needs
- Share the EBS Story
- Investment Philosophy
- Our View of Risk
- Aligned Interests
- Review Next Steps
2 Data Gathering
- Income & Expenses
- Personal Financial Statements
- Investment Statements
- Estate Documents
- Life Insurance Policies
- Other Service Providers
3 Strategy Development
- Review And Assess Data
- Factor In Goals, Priorities AND Investment Needs
- Define Strategic Recommendations
- Identify Value Added Services To Implement
- Meet And Present Strategic Plan
- Confirm Assumptions And Capture Feedback
4 Finalization & Implementation
- Update Strategic Plan
- Discuss Milestones And Timelines
- Discuss Desired Communication Cadence
- Formal Approval And Implementation
- Assign Action Items
- Schedule Next Meeting
5 Ongoing Communication
- Annual Meetings
- Quarterly Reporting
- Additional Meetings Scheduled As Needed