Our Process
Our Process
Working Together: The Key to Building Trusting Relationships
When you partner with Eukles Wealth Management, you are not just a client of an individual advisor, but of the entire firm. Each member of our team has extensive personal and professional experience and can assist you with a wide range of financial planning services.
Our approach to financial guidance has been designed to give you confidence in your financial situation. From our initial meeting together, we work diligently to learn as much as we can about your personal and financial situation so we can gain the insights necessary to effectively guide you through our five step planning process.
Discovering Your Needs
By completing a confidential personal profile, you enable us to gain a better understanding of what you are looking for.
Assessing Your Status
We provide a detailed analysis of your finances, then determine how to establish suitable long-term financial goals.
Preparing a Plan
We develop a selection of appropriate strategies and offer recommendations as to which strategy suits you.
Implementing the Strategy
After careful consideration, you agree upon the approach to take and we put your personalized plan into action. Learn more about our investment strategy here.
Ready to find out more?
Call us today to get the process started. Our advisors are waiting to hear from you!