At Saxony, we follow a structured yet flexible approach called the E.D.D.I.E. System, designed to guide you through every stage of your financial journey with clarity and confidence.

• Educate – We believe informed decisions lead to better outcomes. That’s why we take the time to teach and coach you at every step, ensuring you understand your options and can make the best choices for your future.

• Discover – Before we chart a course, we need to understand where you are and where you want to go. Through in-depth discussions, we uncover your financial picture, risk tolerance, and long-term aspirations.

• Design – Together, we craft a personalized financial plan tailored to your unique goals. This roadmap provides a clear path toward achieving the future you envision.

• Implement – A plan is only as good as its execution. We work alongside you to put your strategy into action, ensuring every step aligns with your objectives.

• Evaluate – Life evolves, and so should your financial plan. That’s why we meet with you at least every six months to review, adjust, and optimize your strategy as needed.

The E.D.D.I.E. System creates a true financial coaching experience. Just like in any coaching relationship, we start by assessing what you have—your risk tolerance, time horizon, and assets—while clarifying where you want to go, whether it’s a secure retirement, an estate plan, or a specific financial milestone.

As fiduciaries, our role is to act in your best interest, not only helping you pursue your goals but also showing you what’s possible based on your unique financial situation. Transparency is key—our planning meetings are collaborative, ensuring you fully understand the strategy and feel confident in its execution.

Beyond initial planning, we stay connected through our monthly client newsletter and semi-annual meetings (in-person, virtual, or phone) to adapt your plan as needed. Because financial success isn’t just about setting a strategy—it’s about continually refining it as life unfolds.