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Discovery Process

Together Eastern Planning identifies your goals, values, dreams and any special concerns or challenges.

To help our clients maintain or enhance their lifestyle long into retirement, we have designed a comprehensive process that enables us to fully understand your needs and concerns and then develop a financial plan and recommendations to help you make important decisions with confidence and enjoy life.

Investment Strategy Development

After determining your risk tolerance and carefully analyzing your current investment portfolio, we develop your asset allocation strategy and portfolio design.

Implementation of Investment Strategies

We open new accounts, transfer in existing assets and then implement your investment and wealth management strategies and solutions.

Wealth Management Meetings

We create your wealth management plan, including income & cash flow analysis, retirement & distribution planning, insurance & liability planning, education planning and estate planning.

Ongoing Review of

We have ongoing reviews of your Investment Strategy & Wealth Management Plan. We develop a schedule for progress review meetings.