Winding Roads

Our Client Process

Engage with our team

No matter your income, life stage, net worth, profession, or family size, everyone has a unique set of needs and preferences. At EWS, we accommodate at every level to help ensure a positive experience. Before recommending or implementing* any certain strategies or services, our team will prioritize making sure we best understand your situation and whether there would be value to you in our relationship.

To accomplish this, each of our services and introductions to clients follows an important process.

*Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.