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
- Insurance Data
- Other Service Providers
3 Strategy Development
- Review And Assess Data
- Confirm Assumptions
- Factor in Goals, Priorities and Investment Needs
- Identify Value Added Services
- Present Recommendations
- Capture Feedback
4 Finalization & Implementation
- Approve Recommendations
- Discuss Milestones and Timelines
- Discuss Desired Communication Cadence
- Assign Action Items
- Implementation
- Schedule Next Meeting
5 Monitoring & Communication
- Annual Meetings
- Quarterly Reporting
- Blogs
- Education
- Additional Meetings as Needed
- Implement Changes as Needed