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Our Process

What's Included? 

  • Fee-for-service support from us throughout the year

  • A comprehensive annual plan with detailed recommendations

  • Access to our planning software, eMoney

  • Cash flow analysis

  • Insurance needs analysis, including property & casualty, life, and disability

  • Investment analysis and strategies

  • Projections for life goals and retirement savings

  • Retirement plan strategies

  • Debt management, including student loans

  • Tax planning strategies

  • Employer benefit review 

  • Estate planning, including wills, trusts, beneficiary review

Fee-Based Planning

Starting at $2, 500 per year

New clients start with the initial planning process. This allows us to get to know you and develop a plan to help you meet your goals. Established clients receive year round support and accountability.

Investment Management

Annual fee of 0.9-1.1% of portfolio

Clients who pay for planning services with us are offered investment management during the implementation process. 

We do not require planning clients to invest with us, however, most utilize our asset management services.

Fee-Based Planning

What To Expect As A First Year Client

Intro Call

Data Gathering

Education

Plan Delivery

Plan Implementation

Quarterly Check-ins

Annual Review

What To Expect As An Established Client

Annual Review

Data Gathering & Education Refresher

Plan Delivery

Plan Implementation

Accountability Meetings

Ocean

Get in Touch Today! 

There are no warranties implied.

Eastlake Planning LLC is a registered investment adviser located in Dallas, Texas. It can only conduct business in states where it is registered or qualifies for an exemption or exclusion from registration requirements. The company's website provides general information about its advisory services, as well as access to additional investment-related information, publications, and links. The website's presence on the Internet should not be considered a solicitation by Eastlake Planning LLC to conduct transactions in securities or to provide personalized investment advice for compensation over the Internet. Any direct communication with a prospective client will be conducted by a representative who is registered or qualifies for an exemption or exclusion from registration in the client's state of residence. For information about Eastlake Planning LLC's registration status, please contact the state securities regulators in the relevant states. A copy of Eastlake Planning LLC's current written disclosure statement, which discusses its business operations, services, and fees, is available on the SEC’s investment adviser public information website (www.adviserinfo.sec.gov) or from Eastlake Planning LLC upon written request. Eastlake Planning LLC does not make any representations or warranties about the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to its website or included therein, and takes no responsibility for such information. The website and information are provided for guidance and informational purposes only. Investments involve risk and are not guaranteed unless otherwise stated. It is important to consult with a qualified financial adviser and/or tax professional before implementing any strategy. The website and information are not meant to offer investment, tax, or legal advice.

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