The financial planning process doesn’t have to be overwhelming. At Eastern Trust Wealth Management, we take a streamlined approach to help ensure every aspect of your financial life is accounted for and working to pursue your financial goals.
Once we have a clear understanding of your current financial situation and goals for the future, we develop specific recommendations to help navigate a path toward your dreams. We take time to explain our recommendations in a straightforward manner seeking to make sure you are comfortable and well-informed about your options.
Your life and financial situation are constantly evolving, which is why it’s important to regularly revisit your financial plan to help ensure it continues to meet your changing needs. We meet with you annually to stress test your portfolio, review your investment performance and adjust your plan based on any changes in your personal financial situation.
We begin by getting to know you, your current financial situation, your hopes and dreams for the future, and any challenges you may face. This is an important first step, as everything we do is built around your goals.
Once we have agreed on a course of action, we begin implementing your custom financial plan.