Our process

A new way to invest.

How we work

We use a five-step process to uncover your most important goals and to design and implement an investment plan that will bring them within reach.

  1. Discovery meeting: At our initial meeting, we conduct a discovery interview. This helps us identify the challenges you face in reaching your investing goals. We examine your current situation, your goals, and how we can maximize the possibility of achieving them.
  2. Investment plan meeting: Here we present our diagnosis of your current situation and our recommendations for how we can bridge the gaps to help you reach your goals. This plan forms the foundation of all our work together.
  3. Mutual commitment meeting: At this meeting, we decide together about whether Eddy can add substantial value to your investing journey and whether we should proceed. If we do, we commit to each other to work toward achieving all of your goals. We also execute the documents necessary to put your investment plan into motion.
  4. 45-day follow-up meeting: When you have multiple investment accounts, it’s easy to become overwhelmed by the paperwork. At this meeting, we help you organize all that paper. We also answer any questions you have so that you understand exactly what is happening with your money.
  5. Regular progress meetings: These meetings, which we schedule at intervals convenient to you, let us review any major changes in your personal or financial situation since our last meeting. If these changes mean that we need to adjust your investment plan, we do so. We also review your overall progress toward your goals and present any new solutions or strategies that might help you reach your goals.

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See what we can do