Track

To ensure success, you must be prepared for change. Although some is within in our control, much is outside our control. Either way, a great financial plan is a “living” document that can be changed. By regularly tracking your progress toward your defined success, you ensure that you have the opportunity to make informed changes. Using Edwin Yeates Financial Services to track your success allows us to consistently compare your current financial situation to your defined success while coaching you on actions or changes that need to be made throughout your financial life. Although we charge a fee for this service determined by the complexity of your finances, we also offer credit for the fees paid in our planning and execution services.