Find a certified financial planner who meets your needs.
Our Process
1
Explore / Gather
Schedule a consultation where you’ll be asked a few questions to help us tailor our suggestions. We value human connection and want to get to know you.
We’ll ask for things like your tax return, your current statements, and a litany of potential other forms if you have them.
2
Risk Tolerance Analysis
At Eddie Patel Inc, we “Riskalyze.” Think of your risk score as a speed limit. The higher you score, the faster you can go and the more aggressive investment recommendations can be. If your score is lower, we slow it down and select investments that make you feel most comfortable.
3
Tailored Plan,
Forward Thinking.
Based on our conversations, we’ll create a unique financial portfolio that best suits your situation.
We want your investments to happen in real time and match moments that matter most. Your plan will evolve just as technology and life does.
"I have been using Eddie’s services for the past 10+ years, ever since I got my first job out of college. As my salary and needs have changed, so has my investment strategy. Eddie has been there every step of the way ensuring I have a sound financial base. I’m proud of my portfolio and the steps we have taken to set me up for retirement and other personal goals."
— NICOLE P, CLIENT
FAQs
Is there anything I need to know about investing before scheduling a consultation?
Prior to our first meeting, the best way to prepare is to have an open mind. No need to worry about brainstorming an initial plan or understanding the correct terminology. We’ll take care of the heavy lifting. If you would like to have some insight beforehand, we recommend visiting our resources on financial planning.
My friends and family follow a specific method of investing - will this work for me?
All financial plans curated by Eddie Patel Inc. are unique to each individual. We believe that financial planning is not “one size fits all.” We will make sure to help you invest your money to get the most out of it by assessing your income strengths, revenue channels, and growth opportunities.
I’m not sure I’m ready to start making investments, are there other ways you can help?
We offer a wide range of financial planning services beyond financial portfolios. Just starting your career? We can help you come up with a budgeting plan that will prepare you for life milestones. Our services also include debt management, income management, and tax planning.