How We Do It

Bond Chapel - University of Chicago (Chris Smith)

Process

We understand the things that are important to you. And our relationship with you and the process for securing your family's future begins right there. We put not only our own considerable experience to work on your behalf, but also the knowledge of the elite team of The Nautilus Group® professionals experienced in taxes, law, life insurance, accounting, and philanthropic planning. This coordinated approach helps ensure that all areas are considered in order to formulate the right course of action for you.

Step 1: Review

Review your individual situation and personal objectives. Every family's financial situation is unique. That's why it's so important to find out as much as we can about you and your financial goals. The more we know about you, the more precise recommendations we can make and the more we can help you. As a result, we may take some time to discuss your hopes, dreams and objectives, and the things that really matter to you. This is the basis for the first meeting with anyone we sit down with.

Step 2: Analyze

Analyze and review your needs. As needed, we will work with you to identify and prioritize your objectives, and then help establish benchmark goals. This is important because we live in a world of unlimited choices. People often fail to achieve objectives because they try to accomplish too much at once, or they don’t attach specific deadlines to their goals. By breaking down your goals to specific objectives, you can look at available resources and decide which goals are realistic, which need to be adjusted and scaled down, and which simply must be abandoned.

Step 3: Develop

Develop and implement a strategy to help you achieve your goals. Based on our conversation and analysis, we can recommend the steps that it will take to help you achieve your financial goals.

Step 4: Coordinate

Coordinate your financial activities. We regularly coordinate insurance and financial activities for clients with the other members of their team of financial, tax and legal advisors. We can do the same for you.

Step 5: Implement

We'll implement your strategy, and work closely with you and your other third party professionals to ensure its success. We'll monitor progress and provide ongoing service as your needs and situation change over time.

Step 6: Monitor

Planning is not a one-shot deal. Strategies need to be adjusted periodically as your life and the economy changes. We will work with you over the years to help keep your program on track with your changing needs.

Harper Memorial Library – University of Chicago (Chris Smith)

Wealth Management Solution (WMS)

Organize
- All your financial accounts and information

Simplify
- See everything in one place

Up To Date
- Your accounts updated daily

Monitor
- Track your financial progress

Store
- All your valuable documents

Access
- 24/7 private access

Bottom Line
- View your net worth everyday

Secure
- Highest security protection

As your wealth grows, life doesn't get simpler; it gets more complex. What if you could organize all of your advisers and assets and consolidate them in the same place at the same time? A place where you could review all your financial accounts, copies of tax and legal documents, and specific goals and strategic plans--updated and organized, accessible whenever you want it?

Now you can, with the Wealth Management Solution from Eagle Strategies. Your single access point to consolidate and track your financial data in your Personal Financial Homepage.

Bond Chapel - University of Chicago (Zenobia Gonsalves)

Getting Started

Get in touch to find out how you can get started today!

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