Our Process
At EBNY, whether your needs are finance or insurance-based, we always follow the same process. Our process allows us to collect all the necessary data and analyze each client’s unique needs in every consultation and provides us with the insights we need to fully craft a solution unique to each client.
1
Consultation
For us to best do our job, we first must identify your needs and goals, and find out what makes you tick as an individual and an investor.
2
Data Collection
For us to have a full understanding of what you need moving forward, we need to know what you already have.
3
Data Analysis
After our meeting, we will independently analyze the data collected and craft what we believe to be the best solution for your needs.
4
Implementation
We then will present to you our findings and proposed solutions and assuming no hang-ups, we will put those solutions into effect.
5
Review & Monitor
After implementation of our solutions, we will allow them to run their course and will remain actively engaged to make sure everything is operating as it should. We pride ourselves on developing long-term relationships with our clients and maintaining those relationships for years to come. We are always a call or email away.