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Our Process

The Ecosystem FORMula®. 

We have developed and refined a proprietary process called The Ecosystem FORMula®. This process integrates wealth management with risk and debt management, tax planning, and philanthropy. Our goal is to take all the pieces of your financial puzzle and put them in place. Each plan and puzzle is unique. Many of those pieces are not relevant to you or your plan at this time, but as your life unfolds and your needs evolve, Eastgate Financial Group and The Ecosystem FORMula® follow a process that helps you pursue your financial independence.

The Ecosystem FORMula® focuses on the three D's.

Discover
  - What do you want to accomplish?
  - What is essential to you?

Design
  - How will we get you there?
  - What services are appropriate for you?

Deploy
  - Financial and legacy planning
  - Customized strategy implementation
  - Ongoing continuous service
  - Building a lasting relationship


Our Partnership

Our Partnership

We engage in panoramic financial planning, in the context of a long-term partnership with you through our proprietary process, The Ecosystem FORMula®. To maintain a successful working relationship, one where we can help you work towards your financial and lifestyle goals, you can expect that we aim to consistently and responsibly perform all the services outlined below.

We Will Always:

  • Acquire and maintain a thorough understanding of your financial goals
  • Update your current financial information as your life unfolds and needs to evolve
  • Carefully determine and monitor your investment risk and time-frame
  • Explain the implications of all recommended financial planning strategies 
  • Update you as appropriate by appointment, email, mail, and phone
  • Meet with you regularly to review your personal financial situation
  • Act as your primary financial advisor and steward of your financial future
  • Coordinate with other financial professionals when your plan requires it
  • Treat you with the upmost respect and professionalism

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