Step 1: Initial Phone Call

We hold a phone call with you to get an overview of your situation.  This call usually lasts 15-20 minutes. We currently have a waiting list for new clients.

Step 2: Proposal

You receive a proposal and the list of documents that East Rock needs to analyze your finances.

Step 3: Meeting

You meet with us via Zoom, at your home, or at East Rock's office.  We talk with you to learn more about you and your goals.  

Step 4: Intensive Analysis

We analyze your financial situation.  We develop recommendations to help you achieve your goals.

Step 5: Presentation and Follow-up

You receive a presentation that explains our recommendations. You have email and phone support from East Rock for two months after this meeting. 

Ongoing Investment Management

For a limited number of clients, East Rock will directly manage investments and provide ongoing support.