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Our Financial Planning Process

Enjoy today, plan for tomorrow

Our Process

1. Discover

At the beginning of a new client relationship, we meet with you and your family to explore your current situation, investing background, lifestyle objectives, concerns and needs. Our goal is to develop a deep understanding of what is important to you.

2. Plan

We create an Investment Policy Statement (IPS) designed to align with your goals, needs and tolerances. Then, per your IPS, we develop a holistic financial plan and custom asset allocation strategy.

3. Monitor

We provide ongoing investment monitoring and regularly review your portfolio with you. When appropriate, we rebalance and/or reallocate your assets based on your evolving needs, market conditions and investment performance.

4. Implement

We review our proposed plan and strategies with you in detail, and once you approve, we implement our solutions and establish a balanced, diversified investment portfolio.

Is Your Financial Advisor a Good Fit?

Whether you are a private investor or an institution, Egan Wealth Advisors recommends conducting thorough due diligence on both current and prospective advisors. You’ll want to ask specific questions regarding his or her capabilities and the ability to help meet your specific needs.

A qualified financial advisor should be able to provide clear and concise answers to your questions and be willing to disclose the information he or she shares in writing.

What Can I Expect from Egan Wealth Advisors?

  • Robust experience and knowledge in financial planning and investment management

  • Clear, proactive communication and responsiveness to your inquiries

  • Truly personalized services and solutions to help fulfill your distinct needs

  • Regular, in-person meetings and accommodation to your cadence preferences

  • Comprehensive, ongoing analysis of investments, performance and allocation strategies

  • A team of trusted advisors who are committed to listening to you and understanding your needs

Become a Client

At Egan Wealth Advisors, we pride ourselves on both the depth and longevity of our client relationships. We work with a select group of individuals, families and businesses to help ensure our ongoing ability to provide each client with excellent service and personalized attention.

We know that selecting a financial advisor is an important decision—we’re here to provide you with the information you need to help make your decision-making process as easy as possible.

Interested? Contact us today to set up a complementary, in-person consultation.

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