Most people fall short of reaching their financial goals because they procrastinate or make poor short-term decisions based on emotion or misinformation. Working with EWS means you focus on your “Big Picture Plan” which shows real-time progress, so you keep the momentum going. The best way to achieve long-term goals is to stick to a consistent process. Each plan year we guide you through your “Big Picture Plan”.

Step 2

Strategy: Building a Personalized Plan

Step 3

Progress: Monitorization & Adjustments

Our Location


8905 S Yale Ave, Suite 100
Tulsa, OK 74137

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