What We Do
WE HELP YOU CONTROL YOUR FINANCES, SO THEY DON'T CONTROL YOU
Ebersole Financial is your partner in developing a personalized plan to give you the best chance of reaching your goals. Your needs and your goals are our top priority and our fiduciary approach means we spend more time listening to you and not trying to sell you a product that doesn't align with your goals. Through our comprehensive planning process, we will develop a unique plan based upon your individual circumstances. For most of our clients this means illuminating a clear path toward your goals while reducing your stress and giving you back your time.
Collecting and Analyzing Data
After identifying your goals, we work with you to collect the relevant financial information to develop a detailed picture of your current situation. Only at this stage, with your goals and information in hand, will we begin to formulate recommendations that will help you move toward your goals. It's not uncommon to find that some of your goals may not be realistic based upon your current situation. In such cases we work with you to prioritize what is important so that you can work toward a future of possibilities, not limitations.
Building a plan to move you forward
Armed with your input from the data collection process, we will craft a plan that is both realistic and achievable. This will become the basis of your financial planning dashboard which will be the guiding document to make your plan a reality.
Periodic reviews of your plan to make sure it is working for you
Follow-up is one of the most important elements of our process. There is a tendency to celebrate (prematurely) once the initial plan is finalized. But if the plan only sits on a shelf and collects dust, it doesn't do you any good. We check in with you on a mutually agreed schedule for the first year to ensure we are taking steps to move the plan forward. Most clients decide to continue on as long term clients as they understand the value of having a guide to help them stay on their chosen path.
Starting a Roth IRA for a Teen
Understanding the Alternate Valuation Date
