The Financial Planning Process^

To get you started on achieving your dreams, Barry will approach the planning process in three parts-Discuss, Design, and Deliver. Each component ensures that Barry thoroughly understands your goals, has the data necessary to begin an analysis of your financial picture, and develop a proposed strategy.


Building a financial plan designed to help you meet your financial ambitions begins with a discussion. Depending on your individual situation, your discussion may be focused on some or all of the following:

  • Net Worth Analysis
  • Cash Flow Analysis
  • Education Planning
  • Investment Planning^
  • Retirement Planning
  • Protection Planning
  • Estate Planning
  • Business Planning
  • Executive Benefits Planning
  • Charitable Planning


Once Barry has gathered all the necessary data and has a full understanding of your goals, this information will be carefully analyzed to develop a strategy designed specifically to meet your financial objectives.


Barry will meet with you to deliver a proposed financial plan. Once all the details in your plan are agreed to, it is important to implement the plan.

Should you choose to work with Barry to implement your plan, you will benefit from having a financial expert who is well-versed with your financial picture, preferences, and concerns to help you navigate changes in the market, changes in your goals, or other unexpected circumstances.

*Disability insurance avialable through one or more carriers not affiliated with New York Life, dependent on carrier authorization and product avialability in your state or locality.

Eagle Strategies LLC nor its advisors cannot provide tax, legal, or accounting advice. Please seek the guidance of your own professional tax, legal, or accounting advisor before making any decisions.



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November 22, 2019 @ 02:53 PM

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