At Edgestone Partners we use a comprehensive approach to creating your financial plan.

OUR APPROACH

DETERMINE YOUR GOALS AND PRIORITIES

• Gather facts and information specific to your situation

• Help to identify potential problems and opportunities

ANALYZE INFORMATION

• Detailed approach addressing your specific goals and concerns

• Research solutions and alternatives

PROVIDE RECOMMENDATIONS AND SOLUTIONS

• Offer independent, unbiased advice

• Tailor made solutions

IMPLEMENT A PLAN

• We help you start the process

REVIEW AND MONITOR PLAN

• Systematically as needed

• After a significant change in your life or situation