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”.
Define your goals and bring clarity to what you want to accomplish
Clarify your legacy and the future you envision for your family
Benchmark current financial position including asset allocation, traditional and alternative investments, and tax strategies
Assess current risk profile and be transparent about expectations for your portfolio
Review all insurance policies to make sure your Human Capital Risk is covered properly
Utilize modeling tools to assess cash flow, retirement income, and asset forecasting
Simplify complex concepts through education, so you fully understand before committing
Portfolio construction with 300+ managed investment options
Align investments with risk tolerance and preferences, utilizing tax-efficient strategies
Coordinate tax strategies and legal document reviews with trusted third parties
View your progress in real time on your Big Picture Plan Website
Keep ongoing list on your Big Picture Plan Website so nothing slips through the cracks
Conduct regular strategy sessions to help you keep your compass pointing towards your long-term goals
Ongoing portfolio assessment and recommend adjustments as needed
Regular Human Capital Assessment
Communicate with your attorney, accountant, and other professional advisors
Strategy adjustments as needed based on your changing goals and needs
8905 S Yale Ave, Suite 100
Tulsa, OK 74137