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Our Process

At EFFPA, your initial consultation is complimentary and casual, giving us a chance to learn about each other. We understand that trusting someone new with your personal financial details can be a bit unsettling, so we encourage you to ask questions until you’re confident that our philosophies match yours.

When all are comfortable in moving forward together, we meet again to complete a thorough, detailed fact-finder. We gather a wide variety of information, from your assets and debts to your short- and long-term personal and financial goals, then work together to craft your personal financial strategy.

During a third appointment, we present your financial plan using interactive software to fine-tune the results in real time, according to what’s most important to you. We then make suggestions about how to meet your objectives. As an independent firm, we’re able to offer a wide variety of financial solutions but will only recommend the ones we feel are most appropriate for you based on your plan.

As you navigate life’s changes as our client, we suggest occasional reviews to ensure that your financial strategy continues to meet your needs. With us, you have an advocate for life, not just for the moment. Whether you’re trying to decide how to finance a big-ticket purchase, have concerns about the market, or just want to talk, we are here for you!