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Eccoes Financial Planning is a fee-only personal financial advisory
firm that coaches people to take charge of their finances, build their net worth, and achieve their life goals. It helps
people successfully handle extraordinary business and personal transitions by educating them about their financial affairs
and encouraging them to take an active role in managing them. Ultimately, its goal is to inspire clients to use their
money to live in harmony with their deepest values.
Eccoes Financial Planning provides a comprehensive package of services.
• Tax Planning and Preparation
• Portfolio Analysis including Real Estate
• Record Keeping and Budgeting
• Goal Setting
• Retirement and Education Planning
• Asset Allocation and Investment Recommendations
• Review of Insurance Coverage and Needs
• Estate Planning including will preparation by a qualified attorney
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