The first step is to get to know you, your current financial situation and priorities. We'll use “The Discovery Interview” to help streamline the collection of high-level data, identify opportunities and understand any conscerns or financial goals you may have.
Once we learn about your unique situation, we'll build your custom Asset-Map Report and visualize your complete financial picture. Reviewing your Asset-Map Report together, we'll uncover new opportunities that may not otherwise be recognized and quickly identify strategies that may need attention to elevate your financial condition.
Based on your goals and what the Asset-MapReport reveals, we can make key decisions together, take action, resolve problems, and ultimately plan a better path for your future. Because we can review your Asset-Map Report at every interaction, we can quickly track and visualize progress toward your goals.
Learn how we can organize all your financial decisions into one simple, rich visual called an Asset Map.
Advisory services offered through Eastsound Capital Advisors, LLC dba Capital Advisors360, Advisors360 & Western Financial.
Eastsound Capital Advisors, LLC (“ECA”) is registered as an investment adviser with the United States Securities and Exchange Commission (the “SEC”). The information herein has not been approved or verified by the SEC, or by any state securities authority. ECA provides individual client services only in states in which it is filed or where an exemption or exclusion from such filing exists. Registration with the SEC does not imply a certain level of skill or training. The adviser’s approaches may not be suitable for all investors. All investing is risky and past performance, whether actual or tested, is no guarantee of future results or profitability. This content is developed from sources believed to be accurate, but is not guaranteed and the firm assumes no duty to update any information for subsequent changes of any kind. The information herein is not intended as individual investment, tax or legal advice. Please consult with your personal advisor, legal or tax professionals for specific information regarding your individual situation.
The companies listed on the website including Schwab, Interactive Brokers, Envestnet, Asset-Map, Money Guide Pro, Nitrogen, Elements, Capital Advisors360, Quantifiable Edges LLC, and Heritage Capital LLC are separate and unaffiliated firms that are not responsible for each other’s services or policies. The listed firms do not endorse or recommend any advisor, and the use of their logos does not represent the endorsement or recommendation of any advisor. The trademarks above are the property of their respective owners.