Making it Personal

 

At Eissens & Mangan we recognize that each client's needs are different and that their financial plan should be too. We are a colaborative practice that takes a holistic approach focusing on your unique life situations. We will tailor a personalized plan that is clear and easy to understand.

Our process starts with us getting to know you. We listen to your interests and goals so that we understand what matters most to you. We use a four-step process of analyzing, recommending, implementing, and reviewing. Your strategy will help ensure that you get on course to achieving your goals, and remain on course as life unfolds.

  1. Analyze

    Before we recommend any product or service, we ask questions and get a clear understanding of your financial goals and objectives. We will determine your current financial position and evaluate our goals.

     
  2. Recommend

    You will be presented with a customized financial plan

     
  3. Implement

    If you're satisfied with our recommendations, we work with you to implement your strategies and secure the required products and services to help ensure your financial freedom.


     
  4. Review

    We will work with you over time through periodic reviews to help you monitor the strategies in place, and their capacity to continuously meet your goals.

A Financial Plan will help you address common concerns:

  • Am I making the right choices for current and future financial needs?
     
  • Am I making sure my partner or family is protected?
     
  • Am I getting the right balance between spending and saving?
     
  • Do I have the right benefit program for my employees?