The Seven Step Investment Management Process is well understood by serious industry participants.
Few do it all. Most will do the minimum required of Step One – adhere to the Know Your Client Rule. All will faithful execute Step Four – this is how they get paid. The custodian will provide the minimum allowed by Step Five.
This is not good enough.
EWM adds Step Zero: A financial plan that provides all the thoughts and analyses to proceed to Step One.
We then enhance it all with a new coaching program called The Gratifying Harvest. The program helps you enjoy your future by carefully harvesting cash flow from your lifetime of savings or preparing you to do so. The Gratifying Harvest is an advanced program that takes everything to a much higher level and is only available from Efficient Wealth Management.
Manage your money better, schedule a meeting
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