Start the Conversation
What to Expect
Wherever you are, we’ll help you take the next step.
Whether you’re a successful entrepreneur, a mid-career professional, or simply planning for retirement, our role is to help illuminate the path ahead.
The first conversation is designed to understand your financial situation, answer your questions, and explore whether Edgewood is the right fit for your goals.
Ready to take the next step? Have questions? We’re here to help.
New Client Meeting Process
01
Introductory
Meeting
Our goal for the introductory meeting is to give you all the information you need to make an informed decision. We will discuss your goals, how we work with clients, any questions you may have about our services, and next steps.
02
Think
About It
A successful advisory relationship is built on integrity and trust. Prior to deciding whether or not to work together, you’ll want to reflect on our conversations, recommendations, approach, and investment philosophy.
03
Getting
Started
At this stage, we will put together your initial financial plan, address your most pressing financial needs, refine your financial plan, agree on an investment allocation, and open and transfer your accounts.
04
Moving
Forward
We'll be there at every step of the way. We’ll have semi-annual update meetings, with more frequent check in points along the way. You will receive quarterly performance reports as well as unlimited phone and email support.
Let’s Start the Conversation
Schedule a complimentary consultation to discuss where you are today, where you’re headed, and how we can help. No pressure. No obligation. Just a thoughtful conversation about your goals, what comes next, and whether our approach is the right fit.
BASED: in Bend, Oregon, serving clients nationwide.
MEET: virtual + in-person meetings available
EMAIL: eric@edgewood-wealth.com