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

Our Approach to your financial plan
Your financial plan
Financial planning process

Our Approach

Determine you 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