Process Section

How We Serve Clients

We understand that all of our clients are at different points in their journey.

As financial advisors with Eagle Strategies LLC, Ben and Kim Harding understand that all of their clients are at different points on their financial journey. Ben and Kim have two different client experiences depending on the needs of their clients:

Comprehensive Fee Based Financial Planning*

This is an in depth financial planning process that explores all aspects of a clients financial objectives and where they stand in regard to their objectives. This process is fee based and typically explores the following areas for clients:

Long Term Objectives: Education Planning, Retirement Planning, Legacy and Wealth Transfer
Short Term Objectives: Emergency Reserves, Short Term Goals, Cash Flow Analysis
Risk Management: Death, Disability, and Long Term Care Planning

This is an objective fee based process that typically involves 3-5 meetings.

Problem Solving

This process is shorter and is designed for clients who have a specific problem that they are trying to solve. The process is geared towards clients who will face significant life changes in the near future and completing a full comprehensive plan is irrelevant at this time. This process is not fee based and typically is 3 meetings.

*Only Ben and Kim Harding are members of Eagle Strategies, and therefore able to provide Financial Planning Services

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Scope of Services

"Financial freedom is a mental, emotional and educational process."
- Robert Kiyoaski

Scope of Services graphic

Personal Planning

  • Retirement
  • Education
  • Accumulation
  • Investment Life Insurance
  • Long Term Care
  • Disability Income Protection

Business Planning

  • Retirement
  • Succession
  • Cash Flow
  • Cash Reserve
  • Employee Benefits
  • Death
  • Disability
  • Long Term Care

Areas of Financial Planning

  • Wealth Preservation
  • Family Succession
  • Charitable Gifting

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