Consider your complimentary, no-fee first meeting as our “financial first date” (without the awkwardness, we hope). Financial planning is a trust-based, collaborative relationship and our initial meeting helps determine whether we are a good fit to work together. We will learn more about you and your family and financial goals, ask questions and most importantly listen closely to determine what is most important to you. At this point, if you are considering us for a “second date” or even a long-term relationship, we’ll discuss what the process will look like if you decide to move forward working together.
Investing and financial planning can be confusing and intimidating topics for many clients. Ongoing education is a big part of what the relationship with our team will provide when working together. Whether you want a deeper understanding of concepts or a basic explanation of what we can provide, we are always willing to offer clear and easy-to-understand guidance.
At EFG, we offer appointments that will fit into your lifestyle. We offer in-person meetings at our office in Eagle, ID and in many situations we still do house calls! We also offer Zoom video conferences for those who want technology, convenience, or may not be able to visit the office, and still want to see our smiling faces.
We are always available to answer your questions and we won’t send you an invoice either! Our financial planning engagements include full access to the entire EFG team. We are available to answer your questions by phone, email or Zoom.
Believe it or not, not everyone needs our services. Many people have the skills, knowledge, and time to manage their own wealth. However, many of our clients do not have the experience or comfort level without having us as a coach. We provide advice across many aspects of our client’s financial lives and coordinate with their professional tax, legal and insurance advisors to put time back in our client’s lives to allow them to focus on the things that are most important to them.