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First Time Clients

Intro Call
15-20 Minute Phone Call
This is a 15-20 minute phone call to meet us and learn about our process. 
We will send a follow up email with next steps if you want to move forward.
Data Gathering Meeting
60-Minute Virtual Meeting
This discovery meeting allows us to dive deeper into aspects of the plan. We want to better understand our clients on a personal level, to be able to provide the best experience possible. 

After taking inventory of your finances, we can begin to build your plan.

Education Meeting

60-Minute Virtual Meeting

We want to equip our clients with the knowledge to understand what goes into building a plan. 

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During this meeting, we will provide information on strategies and best practices for reaching your goals. 

Plan Delivery

Two 60-Minute Virtual Meetings

Broken into two meetings, we present your detailed plan and provide recommendations that will put you on the path to reaching your goals. 

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We demonstrate various scenarios to back up our findings and encourage clients to be hands-on with their plan. 

Plan Implementation

60-Minute Virtual Meeting

During the last formal meeting of the planning process, we share a list of recommendations and action items. 

 

We provide specific strategies and next steps. 

Quarterly Check-ins

30 to 60-Minute Virtual Meeting

We will follow up with you about every 3-4 months to check-in. The goal of these meetings are to provide support and accountability as you work through your action items. 

Annual Review

45 to 60-Minute Virtual Meeting

About a year after we deliver your plan, we meet for a review. We check off completed action items and see what has been accomplished. 

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The purpose of this meeting is to determine what type of planning suites you best for the following year (ongoing planning or investment only).

There are no warranties implied.

Eastlake Planning LLC is a registered investment adviser located in Dallas, Texas. It can only conduct business in states where it is registered or qualifies for an exemption or exclusion from registration requirements. The company's website provides general information about its advisory services, as well as access to additional investment-related information, publications, and links. The website's presence on the Internet should not be considered a solicitation by Eastlake Planning LLC to conduct transactions in securities or to provide personalized investment advice for compensation over the Internet. Any direct communication with a prospective client will be conducted by a representative who is registered or qualifies for an exemption or exclusion from registration in the client's state of residence. For information about Eastlake Planning LLC's registration status, please contact the state securities regulators in the relevant states. A copy of Eastlake Planning LLC's current written disclosure statement, which discusses its business operations, services, and fees, is available on the SEC’s investment adviser public information website (www.adviserinfo.sec.gov) or from Eastlake Planning LLC upon written request. Eastlake Planning LLC does not make any representations or warranties about the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to its website or included therein, and takes no responsibility for such information. The website and information are provided for guidance and informational purposes only. Investments involve risk and are not guaranteed unless otherwise stated. It is important to consult with a qualified financial adviser and/or tax professional before implementing any strategy. The website and information are not meant to offer investment, tax, or legal advice.

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