Partner Planning for Eide Bailly

This process works for both new planning relationships and updates to plans created under Eide Bailly Wealth. If you had a plan done by Eide Bailly Wealth, let us know in the form.

Correct. Eide Bailly covers the planning fees as part of the partnership between our firms. There is no out-of-pocket cost to you for comprehensive partner planning.

We've found that even partners who think their situation is straightforward benefit from the planning process. You might be surprised by optimization opportunities or considerations you hadn't thought about. There's no financial situation that's too small for this service.

From initial meeting to final plan presentation, the process typically takes 3-4 weeks, depending on scheduling and information gathering. The actual time commitment from you is usually 2-3 meetings of 60-90 minutes each.

No. Partner planning is about providing you with clarity and a comprehensive financial roadmap. While we do offer investment management services, there is no pressure or expectation to become an investment client. The planning stands on its own.

Your information is kept completely confidential and is used only for the purpose of providing you with planning services. We follow strict privacy and security protocols to protect your data.

Absolutely. In fact, we encourage it. Financial planning is most effective when both partners are involved in the conversation and aligned on goals.

Nothing. The first conversation is simply about understanding your situation, answering your questions, and determining if partner planning is right for you. We'll discuss what information we'll need for the analysis during that initial meeting.