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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. You may find that not all of these pieces are 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.

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

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

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

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