Our process enables clients to understand the various ways to meet their needs and goals. This interactive approach is provided through a vast menu of financial planning and wealth management services for both individuals and businesses. Our team of Advocacy consultants offer independent review and guidance in determining an integrated solution for you, your family, or your employees while optimizing the plan towards your goals.

 

Our Advocacy Process

Our Annual 4 Theme Advocacy

OUR PROCESS

Our experts walk clients through our eight-step Advocacy Management Process™ providing a coordinated and comprehensive planning solution to ensure clients are on a clear path to reach their goals. This engaging and collaborative process integrates investment management, estate planning and asset protection while keeping tax efficiency in mind. Our education provides clients the ability to understand their decisions, thus allowing them to take ownership of the planning process. Discover what’s possible for you with our Advocacy Management Plan™ which assures continual progress towards achieving your life and corporate goals.

Step: 1
Discovery
Process

 

Each client is driving towards having One Best Financial Life®. Our Money Mind® tool helps you and our planners understand how you think/feel about money. By incorporating Honest Conversations®, we get clarity about what a desired lifestyle looks like and what matters to you.
Step: 2
Wealth Confidence Report

 

Objective analysis leading
to your Funding Score and understanding what deliberate action can be taken to help you stay on track towards your goals.
Step: 3
Data Navigator

 

A compilation of additional personal and financial data to get an accurate picture of today’s finances.
Step: 4
Wealth Builder Blueprint

 

Introduction of your present plan and where you are today. By using our deeper analysis of specific financial goals, we develop a blueprint of steps to make improvements in your plan by creating your Priority Action List.
Step: 4A
Protection and Estate Solutions

 

Identifies and evaluates the risks to family and business of unforeseen and unplanned events.
Step: 4B
Investment Portfolio Optimizer™

 

Use of EisnerAmper’s professional tools, including our Investment Viewfinder® empowers our collaborative approach, helping you understand investment tradeoffs and formulate priorities. Results lead to a customized portfolio tailored to the unique preferences of each individual.
Step: 4C
Tax Efficiency Formula™

 

Review aspects of the financials to assist in minimizing current and future taxes.
Step: 5
Client Guidebook

 

We only have One Best Financial Life®. Our process assures continual status checks towards existing goals and the development of new opportunities. We incorporate our industry-leading tools, Client Portal and Guidecenter™, to provide clients on demand access to their entire financial life whenever and wherever they need it.
Step: 1
Discovery
Process

 

A compilation of benefits and financial data which provides clarity about expectations and a developed timeline to achieve desired results.
Step: 2
Benefits Builder
Blueprint

 

A comprehensive summary of the company’s benefits and the company’s goals and objectives.
Step: 3
Succession & Protection
Solution

 

Identifies and evaluates the risks of unforeseen events and in those instances the transition of leadership and ownership of your organization.
Step: 4
Individual
Advocacy
Process

 

Strategically reviewing the executive/owner’s wealth management plan, making sure they are on track with their financial goals.
Step: 5
Retirement &
Benefits
Optimizer

 

Reviewing your retirement plan design and your group benefits for compliance, enhancement strategies, and investment overview.
Step: 6
Tax
Efficiency
Formula

 

The strategic approach to minimize current and future taxes through a coordinated effort: team work between EAWMCB and your advisors.
Step: 7
Benefits
Confidence
Report

 

A simple one-page report summarizing all of your corporate benefits.
Step:
Advocacy
Management
Plan

 

A review process which is designed to assure continual progress towards existing goals and the development of new opportunities.

WORKING WITH
BUSINESS OWNERS

We feel that it is critical for a business owner to understand what is often their largest asset, their business, as well as its impact to family members and employees – especially when contemplating a transition of the business. Whether the desire is to pass the business on to children, a management team, sale to a third party, or establish an ESOP, there is a tremendous amount of planning that must take place, within the business and for the owner personally. The more prepared a business owner is both financially AND mentally for a transition, the more effective the transition will be for the owner and all those he or she cares about. Whether you are thinking about an exit this year or in 10 years, members of our Advocacy Planning Team are part of the national association of Certified Business Exit Consultants™ and can help you:

  • Establish your goals
  • Evaluate your exit options
  • Measure your current financial position – both personally and within your business
  • Put a plan in place to achieve your goals
  • Walk you through the execution of that plan to ensure a successful exit

Are you a business owner who wants to find out how prepared you are for a business exit?

Take our 10-minute Readiness Survey Now.

Are you a business owner who wants to gain insight into understanding how much your business is dependent on you?

Go to the “Business Exit Strategies” Page to learn more…

Are you a business owner who wants to find out how prepared you are for a business exit?

Take our 10-minute Readiness Survey Now.

The world is constantly evolving and so is one’s life. We are here to help those that go through some of life’s most difficult and impactful challenges. Whether you are going through a divorce, loss of a loved one, or are simply looking for a firm that has the desire and skill set to meet the growing needs of today’s woman, our Women In Transition Team is prepared to assist in creating a plan just for you. It is an integral part of our process that our clients are empowered to make educated decisions so they can feel secure around their finances.

Money means something different to each of us. Whether you see it as a way to enjoy life, protect yourself from pain or take care of the ones you love, the way you feel about money affects the financial decisions you make every day. When you understand what your money means to you, you can make clear, smart choices about your financial life.
Click below to “Learn Your Money Mind®