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About Us

Meet Our Team

At the heart of what we do is developing long-term relationships with our clients. As independent advisors, we have no asset minimum, and we leverage our resources and professional relationships to help a wide array of clients with their financial planning. Whether you're just starting out or well into retirement, our mission is to help you achieve your financial goals. 

Our Process

First Meeting

  1. Getting to Know Client: During the first visit, we get to know our clients, understand their financial goals and discuss their current financial situation.
  2. Describe Our Unique Approach: In this step, we explain our unique approach to wealth management and investment strategies, including our low-risk, low-volatility philosophy.
  3. Provide Financial Questionnaire: We provide a financial questionnaire to gather more information about the client's financial situation, goals, and investment preferences.
  4. Explain Compensation: We explain our compensation structure and any potential conflicts of interest.
  5. Discuss Future Introductions: We discuss potential future introductions to other professionals, such as tax and estate planning advisors.

Second Meeting

  1. Review Financial Questionnaire: During the second visit, we review the financial questionnaire and gather additional information as needed.
  2. Find Inefficient Strategies: We identify any inefficient strategies and find opportunities for improvement.
  3. Discuss Alternatives: We present alternative strategies and investments to the client and explain the benefits of each.
  4. Create the Plan: Based on the information gathered and the alternatives discussed, we create a comprehensive financial plan tailored to the client's goals and needs.
  5. Take Action: The final step is taking action, implementing the plan, and regularly reviewing progress towards the client's financial goals.
READY TO TALK?

Achieve Your Goals Together

At EKC Wealth Strategies, we believe that your financial plan should align with your values and prioritize what is most important to you in life. We understand that money is not the end goal, but rather a tool to achieve your desired outcomes and lifestyle. Contact us today to schedule a complimentary, no-obligation meeting.

Let's Chat
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