Our Process
Our Process
Step By Step to Success
While every client comes to us with a unique set of needs, goals, and financial history, our approach remains unchanged. This thorough and comprehensive process allows us to guide you along your pathway to financial growth and success.
We understand, it is a question you have to ask: Why should you do business with EQ Private Wealth? Aside from our personal approach, values-based philosophy, and results-driven methodology, EQ Private Wealth offers you superior customer service that is backed by over three decades of industry experience. We provide you with more than better financial planning options and investment opportunities – we deliver high-impact strategies, fully customized approaches, and highly-effective communication that is driven by the latest technology and an old-school commitment to superior service.
Discovery
We take the time to listen to your needs, your dreams, your hopes, your history, and your goals. We get to know you and start to uncover your unique pathway to wealth management.
Analysis
Once we understand what drives and motivates you, we begin to dive into your overall financial picture. We will weigh your goals, your current holdings, and any other high-impact factors that drive your overall financial prospects.
Recommendations
Based on all factors, EQ Private Wealth will present you with a series of recommendations based on your unique circumstances and comfort level.
Implementation
After the goals have been set and the pathway to success has been laid out, it is time to put the plan into action.
Monitoring & Adjustments
Success is not built overnight, and our team of wealth management professionals will be constantly monitoring your plan and work with you to make adjustments along the way.