Our Process

Our process emphasizes four important concepts:

Service

Our commitment to clear, consistent and relevant communication is a cornerstone of our client service approach.

Objectivity

We serve as a fiduciary to our clients, who expect and receive the perspective that they need to hear, without prejudice or conflict.

Efficiency

Our clients lead busy lives. Our job is to allow them to easily oversee and understand their finances in order to make informed decisions.

Effectiveness

Our clients expect successful results. We seek to maximize after-fee, after-tax, risk-adjusted returns.

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"You don't have to be rich to start planning for your financial future. You can start from where you are."

Echo Huang, CPA, CFP®, CFA

Life changes. So does your financial life.

We use a seven-step, iterative approach to create a financial blueprint that is unique to you, and changes and grows with your needs.

Listen

We listen. We ask the right questions and take the time to learn all the important details of life, including your lifestyle, career path, business, children, philanthropy, and aspirations.

Organize

We gather, interpret, and summarize information from an exhaustive list of financial and legal documents: your balance sheet, cash flow, existing estate planning documents, income tax returns, stock options and restricted shares, and pension, to name just a few.

Analyze

We will interpret your financial picture, and identify and assess additional opportunities and strategies to move you toward your goals.

Recommend

We present objective recommendations to clients based on the analysis and discussions with them relating to risk and reward tradeoffs and specific stated financial goals.

Implement

We will translate the financial plan and strategy into a tactical action plan including broad asset allocation, specific investment vehicles and manager selection, and the execution of associated tasks.

Monitor

We continuously monitor your progress toward your goals with all your accounts’ balances aggregated in your personalized homepage (Echo Dashboard).

Search

We continuously search the horizon for new investment opportunities in different economic, market, and tax environments.

Schedule a
Discovery Call

We offer a complimentary "Get Acquainted" call to learn more about your financial planning needs and share information on our firm to see if our services are right for you.

Let's Start a Dialogue

Managing your wealth is a very personal subject,
one we should discuss in a more personal setting.
Your time is valuable.

Before you visit our office in Plymouth, please schedule this complimentary 30 minutes Discovery Call (Zoom Video) with a member of our team to share your financial planning needs. Our team member will let you know if you should schedule a 60 Minute FIT Meeting with Echo.