COMPASS

PLANNING

Our planning team believes that the most important thing we do is build a meaningful relationship with our clients. Together, we will discover your goals and your needs in order to manage your assets according to your personal COMPASS.

 

Talk to our planning team about your financial plan.

WE GET TO KNOW YOU

Determine your goals and tolerance for risk.

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Examine your current financial position.

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Create your personal Investment Policy Statement.

WE PLAN FOR YOU

Collect specific financial information.

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Recommend a strategy to fit your wants and needs.

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Design your customized financial plan.

WE PROVIDE PEACE OF MIND FOR YOU

Proactive communication
by our team.

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Annual plan review and updates of life changes.

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Develop a lifetime relationship built on trust.

PLANNING WITH EWM

A CLEAR PATH

 

Investing Ahead

CNN Money's Jasmine Goodwin Explains-Investing isn't just a luxury reserved for adults, kids can get in on the financial rewards, too.  In fact, it can prove to be even more valuable for their future.

 

How to Teach Your Kids About Investing -By Selena Maranjian (TMFSelena)

Learning how to manage money responsibly and invest are skills that can pay off handsomely for the rest of their lives.

 

What is a 529 Plan?

Start an education fund for your children or a family member with a Schwab 529 Savings Plan. You can open and contribute to almost any 529 plan, no matter what state you live in and regardless of your age or income.

 

Educational Savings Account (ESA)

Ideal as a supplement to a 529 plan, an education savings account (ESA) helps you pay for education expenses from kindergarten through college, and withdrawals are tax-free when used for eligible expenses.

 

SAVING FOR COLLEGE

HOW TO GET YOUR KIDS INVESTING EARLY

MINOR LEAGUE HIGHLIGHTS

Check out these videos on the basics of investing from some of the Econ Wealth kids!