Step 1:
Discovery Call15-minutes
This phone call will give us both a chance to make sure your situation matches our expertise. We will get to know you and can share how E-Wealth Partners adds value.
Work with us!
Maximize your journey through intentional alignment.
Interested in learning more about how we can help you manage your personal and professional financial life? Schedule a complimentary, no-obligation consultation with our lead advisor.
Step 1:
Step 2: Initial Consultation60-minutes
A complimentary consultation (in-person or virtually) where we get crystal clear on your goals and your vision for the future. We will review your financials and will share how E-Wealth Partners provides a roadmap to your financial future.
Step 3: Plan Assessment Review35-minutes
We meet (in-person or virtually) to review findings and recommendations. We explain what can be implemented to improve your financial health, lower taxes, and optimize your personal and business financials. We provide a clear picture of how we’ll work together and our pricing. You decide. There’s no hard-sell or pressure to say “yes”. We want you to be equally as excited as we are to partner together.
Step 4:
Take Action!
In our first 90 days working together, we provide a roadmap of meetings prioritizing your greatest pain points (cash flow, tax, business planning, investment strategy, etc.). We provide analysis, strategy, and will help implement the solution.
Office
E-Wealth Partners
12301 Whitewater Drive
Suite 40
Minnetonka, MN 55343
F: 952-600-5513
