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.