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How does Financial Planning actually work?

We take the time to understand your personal and financial circumstances.

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Together, we identify personal financial goals for your life.

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We analyze your current course of action to see if it will allow you to meet your

goals and develop and present alternatives if necessary.

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Together we finalize a financial plan you can have confidence in.

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At this point, some clients will conclude their business with EFA and manage their new financial plan on their own. 

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Many, however, choose to continue our relationship and have Eastown Financial Advisors implement and monitor their financial plan. If this is you, scroll down for more about Portfolio Management with EFA. 

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Either way, you're now ready to focus on what really matters to you -- with confidence!

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How does Portfolio Management work?

Eastown Financial Advisors individually tailors your portfolio to your situation and your financial plan, using a variety of investment models, including socially-conscious funds if that's important to you.  

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We regularly monitor, review, and adjust your portfolio for the best funds at the lowest

cost.

 

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Because you're working with a small, local firm, you can easily connect with us

anytime you have questions or life changes that impact the management of

your financial plan.  

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