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: Discovery

Step 3: “Big Picture Plan” Meeting

Step 4: Location & Direction

Step 5: Strategy Session

Step 6: Plan Implementation