When it comes to your financial life, few things are more valuable than clarity.
That’s why at Eastman Wealth Strategies, our process is built around one central goal: helping you feel confident and in control—without overwhelm, confusion, or pressure.
You may be preparing for retirement, navigating a business transition, or trying to protect the people and values that matter most. Regardless, we want the experience to feel like a conversation with a trusted guide—not a transaction.
That’s why every step of our process is thoughtful, relational, and entirely centered on your goals.
Discovery Call
Every relationship begins with a simple, no-pressure 30-minute phone call. We’ll get to know each other, explore what brought you here, and answer your initial questions.
This call isn’t about numbers. It’s about understanding your situation and seeing if we’re the right fit.
If we both agree there's value in continuing the conversation, we’ll take the next step together.
Vision & Values Conversation
This is where we dive deeper—not into spreadsheets, but into your story. We’ll talk about your values, your family, your frustrations, and your dreams.
What does “success” look like to you? What worries are keeping you up at night? What would it mean to feel confident about the future?
This conversation lays the foundation for everything that follows. It's not just about assets—it's about purpose.
Clarity Session
With your permission, we’ll review your current financial landscape. We’ll look at what’s working, what might be missing, and what’s not aligned with your goals. This isn’t a sales pitch—it’s a fresh perspective.
By the end of this session, you’ll have more clarity about where you stand and what options you have, whether or not you decide to move forward.
Custom Strategy Design
Based on what we’ve learned together, we’ll build a personalized financial strategy that reflects your values and supports your long-term goals. This may include strategies for tax reduction, retirement income, estate planning, legacy preservation, or business succession.
Every recommendation is explained clearly and thoroughly. You’ll know not just what we’re suggesting, but why—and how it supports what matters most to you.
Implementation & Coordination
Once you’re confident in the plan, we’ll help bring it to life. Our team will walk with you step by step, coordinate with your CPA or attorney when needed, and handle the paperwork so you don’t have to worry about missing details.
You’ll never feel rushed. You’ll never feel alone. We make the process manageable, even if your financial world is complex.
Ongoing Support & Review
We’re not a one-and-done firm. We provide ongoing reviews, proactive check-ins, and support whenever life changes or new opportunities arise.
You’ll always have a clear point of contact, timely answers, and a partner who knows your plan and your priorities—year after year.
A lot of financial firms have a process. What sets ours apart is how it feels.
We listen more than we speak. We ask better questions. We explain things in a way that makes sense, not just on paper, but in real life. And we don’t move forward until you feel clear, ready, and at peace.
We don't do pressure. We don’t use jargon. And we never forget that the numbers we’re planning for represent real people, real futures, and real legacy.
Our process isn’t just a checklist. It’s a relationship.
By the time you complete our planning process, you won’t just have a document or a binder. You’ll have a strategy that reflects your values, protects your people, and gives you confidence that your next steps are wise ones.
More than anything, we want you to walk away from this process feeling lighter—like a weight has been lifted and a path has been made clear.
We believe financial planning should feel like a breath of fresh air. And we’re here to walk that path with you.
It all starts with a simple conversation. No pressure. No obligations. Just a chance to ask questions and talk about what matters most.
*Disclaimer: Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.