Process
A Casual Conversation
Our initial meeting is a relaxed chat where we share stories and ensure mutual compatibility. We discuss your Destination—your goals, aspirations, and vision for the future. We offer a complimentary second-opinion service to help you navigate complex financial situations and make smart decisions, setting the stage for a holistic approach that integrates financial planning with your overall well-being.
Trailblazing Session
In this session, we envision and plan for your ideal life. We explore how it looks and feels, the impact you want to have on yourself, your loved ones, and causes important to you. We solidify how Euclid Harding can support both the financial and emotional pillars of well-being and align your financial strategies to support your overall life satisfaction.
Understanding the Terrain
We gather essential data to clarify what matters most to you. Through meetings with our financial and behavioral teams, we review and refine the details you've shared to establish your current situation. We discuss scenarios you want to explore and present options that guide you towards your best life. This step emphasizes both your financial health and your emotional well-being, ensuring that your financial plan supports your holistic life goals.
Setting the Path
We present your financial plan based on the vision shared during the Trailblazing Session. We address obstacles and provide recommendations for a better future, introducing the team who will support you. Our approach ensures your financial strategies are aligned with your Destination, promoting both financial security and personal fulfillment. This includes Business Advisory Services and tailored Investment Management options.
Beginning the Journey
We set up the components of your plan, such as insurance, investments, and estate planning. We evaluate outcomes and adapt to challenges, elevating your success and wellness. Throughout this journey, you will have ongoing interactions with our Behavioral Finance team, who will help you manage the psychological aspects of financial decision-making. This ensures your financial plan remains aligned with your evolving goals and well-being.