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The Blueprint
Welcome to Eclipse Advisory!
The Blueprint is Eclipse Advisory’s way of following a structured process to provide financial advice to clients. By following this approach, we ensure that our clients receive comprehensive and effective financial advice to achieve their goals.
The Blueprint
Discovery & Planning
Initial Consultation
Our aim is to understand your financial goals. Our team will setup a meeting with you through online or in person. In this meeting, we will discuss your investment preferences and risk tolerance based on your financial situation.
Fact Finding & Data Gathering
Strategy Development
The Blueprint
Implementation
Presentation
We will provide an SOA with detailed explanation of the financial plan, including rationale behind recommendations, potential benefits, and risks.
Implementation
Our team will assist with opening accounts, transferring funds, purchasing investments, and setting up insurance policies as per the plan.
The Blueprint
Review & Ongoing Support
Monitoring & Review
We will be conducting quarterly review meetings to assess plan performance and make adjustments. From these meetings, we will modify strategies in response to changes in market trends, legislations, and client circumstance.
Compliance & Documentation
At the end of the financial review, Eclipse Advisory will maintain detailed records of all advice provided, client communications, and actions taken.