New Client Process

Step 1: Confidential Profile and Review

The first step is to schedule your complimentary financial review with EAG. Prior to the appointment, we will send you a confidential client questionnaire and an essential document list, which will be used at your review  appointment. Your answers to the questionnaire and these documents will help us assess your entire financial picture so that we may provide you with the best possible advice and guidance. Prior to your consultation appointment, please feel free to explore our website and read our “EAG Value” page and our advisor biographies to familiarize yourself with us.

Step 2: Complimentary Financial Review Appointment

All meetings are complimentary and no obligation. We are committed to making the process as convenient as possible for you. We will meet you in the comfort of your own home or at our office, or if you prefer, over the phone or via videoconference. We will go over your client questionnaire and review your essential documents. During our first meeting, you may ask as many questions as you would like. It will give us the opportunity to get to know something about you, your family and your current financial situation. Additionally, this meeting will also allow us to learn about your goals and objectives, and determine the appropriate time horizons needed to meet them.

Step 3: Proposal Appointment

After your complimentary financial review appointment, we will schedule a proposal appointment after we have completed a thorough analysis based on the information you provided on your questionnaire and in the initial review
appointment. At this appointment, we will present a comprehensive “action plan” specifically tailored to help you meet your goals and objectives.

Step 4: Transition

If you decide that we are good fit, we will begin the process of having your investments under our direct management. We will take every necessary step to ensure your account(s) transition to EAG as seamlessly as possible. Once all the required paperwork is signed, we will take care of the rest. We will keep you updated along the way to ensure you are always in the loop.

Step 5: Implementation

Once the transfer of assets is complete, your investment plan will be implemented. We offer secure online access allowing you to view your accounts through our website. You may have all of your statements delivered electronically if you so choose.

Step 6: Periodic Review and Progress Updates

We will conduct periodic reviews and progress updates on your timetable –quarterly, semi-annually, annually, or whenever you would like. If you have any life event changes, such as a marriage, a new family member, divorce, a job change, or are contemplating major purchases, we are available to discuss how they could affect your accounts and progress towards your goals.