You should know where you are in the process, what each step does, what it does not do, and when paid planning begins. The goal is to avoid confusion, reduce pressure, and make sure deeper planning is offered only when it appears useful.
The Self-Check is a short educational questionnaire. It helps you consider whether your plan addresses income, taxes, care, family and support, legacy, and the life you want to preserve or build.
It does not produce recommendations. It helps identify whether a guided conversation may be useful.
It is not a planning meeting and not a sales call. Financial information is discussed only in broad ranges. The purpose is to respect your time and determine whether the guided Assessment is likely to be useful.
Not a planning meeting; not a sales call; financial disclosure in broad ranges only; designed to value the client's and the advisor's time.
The Assessment is a guided educational review that produces a preliminary score. It looks at five categories: Income Security, Tax Efficiency, Care Planning, Family & Support Preparedness, and Legacy Preservation.
It also considers Assumption Risk, Coordination Risk, and Purpose & Vitality Risk.
That may be a Longevity Risk Audit for one or two focused issues, or a Longevity Blueprint for a more comprehensive planning need.
There is no obligation to proceed.
If planning produces recommendations, implementation may involve advisory services, insurance, brokerage services, outside attorneys, CPAs, trustees, and other professionals as appropriate.
Ongoing review helps keep the plan aligned with the life it is meant to support.
*Clients who desire ongoing financial planning and sign an agreement for our services, will not be charged the Advisor portion of an AUM Fee on any money we manage through our Investment Advisory Services. Note other fees such as Eagle’s fee, money manager fees, and custodial fees will still be charged. See Eagle’s Form ADV and the agreements you sign for more details. Both Financial Planning and Advisory Services are offered through Eagle Strategies LLC, a Registered Investment Adviser.