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Our Process

Our Process

At ECN we understand the complexities of planning for an uncertain future and the emotional rollercoaster that involves. Through our uniquely designed “Legacy Wealth Process”, we will embark on a journey towards peace of mind and financial stability. Step by step, ECN will provide you with insights and strategies necessary to reach your dreams. Wherever this process leads us, our main wish is for you to leave, loving your legacy and sleeping well all night.

Our Philosophy

Our Philosophy

Progress, not perfection. Three words, infinite possibilities. At ECN, we know where you begin doesn’t define where you finish. Even the most dazzling pieces of art emerged from a blank canvas. Ardent attention to detail, fervent focus & unending diligence to serve are only a few of the attributes enabling our ability to deliver a striking financial design unique to you and you alone.


Sharing in our successes and failures means growing together.

The tides of life will deliver tranquility and they will deliver chaos. Waves will crash around you causing strife and anguish. but steady we remain. Unwavering & undeniable support. A navigator of the good and bad times. The captain of your financial seas.

“Finance is not merely about making money. It’s about achieving our deep goals and protecting the fruits of our labor. It’s about stewardship and, therefore, about achieving the good society.” – Robert J. Shiller

Transforming Dreams. Creating Realities.

Uncover an assortment of services for all your financial needs.

  • Prepare for the Future

    - “It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.” – Robert Kiyosaki

  • Invest to Succeed

    A properly allocated and diversified investment portfolio that aligns with your risk tolerance is a force to be reckoned with.

  • Optimize the Every Day

    “The habit of saving is itself an education; it fosters every virtue, teaches self-denial, cultivates the sense of order, trains to forethought, and so broadens the mind.” – T.T. Munger

  • Protect Against the Unknown

    Generate an insurance plan to avoid the financial consequences of life’s unexpected events.

  • Retire Right

    We dedicate most of our lives to making money, but once we have made the money, what’s next? Learning the laws of distribution land can make or break retirement. Discover when to distribute, how to distribute and where to distribute.

Helpful Content

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

<p>Estimating the Cost of College</p>

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.
Learn More
<p>Succeeding at Business Succession</p>

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Learn More
<p>U.S. Personal Savings Rate</p>

U.S. Personal Savings Rate

What can be learned from the savings rate?
Learn More

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