We understand that initially seeking the guidance you need when it comes to your money can be intimidating. That's why we've created a straightforward process to make sure you know exactly what you're getting into each step of the way.
This process will provide a framework to help both you (and us) make an informed decision about working together.
What You Can Expect
No Cost or Obligation
We want to understand exactly what you're seeking and how we can help before you pay us a single dollar.
Whether we ultimately decide to work together or not, we want to leave you feeling more confident by providing actionable steps you can take to improve your finances.
Before we work together, we want you to understand how we work, the value we can add to your life and the cost of our services.
How it Works:
Initial Phone Call
It all starts with a quick 15-minute phone conversation. We'll discuss what you're currently doing financially as well as what you want to achieve. We'll also provide answers to any questions you might have and give you an idea of how we typically work with families. If we both believe there's a potential fit, we'll schedule some time to meet in person. If not, no harm done, and we'll make sure it's still a valuable use of your time.
Next, we will meet in person to learn more about you, your family, and your unique financial situation. The purpose of this meeting is to gain a perfectly clear understanding of your financial goals, concerns, challenges and opportunities. We’ll begin to gather information about your overall financial picture to help guide our analysis, and we’ll also provide you with the answers to any important questions you may have.
After our meeting, we’ll apply our expertise and understanding of who you are as we begin building your tailored plan. This plan is designed to convert your family’s goals and needs into step-by-step recommendations to set you on the path toward achieving them. Throughout its development, we’ll address the critical questions you have regarding your retirement, investments and all other relevant aspects of your financial life.
Once your plan is complete, we’ll schedule a time to meet in person again to share our findings and recommendations. During this meeting, we will explain in plain English exactly what steps you need to take to achieve your financial goals and work towards the life that you desire. Our goal is for you to leave this meeting with a strong understanding of what we are recommending and how our firm can help you improve your financial life.
Think it Over
We understand that this is a significant decision, and it’s important to us that you take as much time as you need in order to feel completely comfortable and confident in deciding what’s best for you. During this time, we’ve found it helpful if you ask yourself the following questions:
- Do I like, trust, and respect the Eudaimonia Wealth team?
- Will the benefits they provide outweigh the cost?
- Do I understand and agree with their investment philosophy and beliefs about money?
- Do their financial planning recommendations make sense to me?
We’ll follow up with a conversation in a few days about whether to move forward or wish each other well. We recognize we’re not the perfect fit for everyone, and there will never be any pressure to become a client.
We are truly honored to be working with your family. In this meeting, we’ll answer any remaining questions you have and provide a detailed explanation of what you can expect as a new client. We’ll begin the onboarding process, sign the necessary paperwork and set ongoing expectations for our relationship. After that, it’s time to get to work and implement our plan to put you on the path towards the life that you desire.