A Disciplined Process is Key

To provide wealth management, Eddy Mejlholm follows a disciplined five-step process to keep you on-track to achieving your goals. A disciplined process keeps everyone focused on what’s important – helping you live life the way you want.

Our Planning Process

Eddy can provide a financial plan designed to help you build your financial future or, if you have more complex needs, an in-depth financial plan that leaves no stone unturned.

1. Introduction

Eddy will introduce you to the wealth management services he provides, not just during the first meeting, but on an ongoing basis as your needs evolve and new services become available.

2. Discovery

Together, you and Eddy will gain a deeper understanding of your individual needs, goals and circumstances to help you clarify your financial objectives. This includes gathering together all your important financial information.

3. Strategy

Next, Eddy will analyze your financial and personal information to match your objectives with smart, time-tested strategies.

4. Solutions

Eddy will develop thoughtful and creative solutions tailored to your objectives, drawing from a wide selection of world-class products and services.

5. Service

Eddy will regularly review your situation to ensure your financial objectives are being met in light of your changing needs.