Our Process
At Eslick Financial we are client centered—every client, every project is unique. Our strength lies in our desire and ability to listen, research, and understand each client’s unique needs and financial goals.
We emphasize planning. We believe successful solutions emerge when planning is collaborative, thorough, and innovative—when it challenges us to move from the present to a better future—from a lack of understanding and comfort with how your goals will be met throughout retirement to fully comprehending How Wealth Worksfor your own lifestyle needs.
We firmly believe in informing and educating our clients on financial matters throughout the planning process and in future monitor and review meetings. Our Learning Environment culture is an informative and dependable resource for our clients.
Our Steps
- Complimentary discovery session to understand needs and mutual interest level
- Gather data and identify personal financial goals and concerns
- Confirm and evaluate current financial situation
- Analyze and design potential solutions utilizing sophisticated software
- Present a holistic and comprehensive plan and revise if needed
- Provide support in the implementation process
- Ongoing monitoring with client
When you are ready, we can help. Let us show you how.