Our Process

We help people be wealthy and stay wealthy. Our clients define what they really want to accomplish with their money. We help them paint that big picture and then break it down into a personalized step by step process. We help you continue to make progress for the rest of your life.

Step 1: The Future Expander

Brainstorming and identifying the opportunities you wish to pursue.

Step 2: The Focus Formula

Focusing on what you want to accomplish first, harnessing your financial power to get the job done now.

Step 3: The Road Map Navigator

Creating the map for how to get from your current wealth picture to where you want to be.

Step 4: The Time Line Solution

Defining, then accelerating your time line for possibly faster financial progress.

Step 5: The Legacy Facilitator

Helping securre those financial dreams you have for your family and business for the future.


Neither Lynn Newman nor Eagle Strategies LLC, representatives or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal or accounting professional before making any decisions.

Calculators

  • Retirement Plan Early Distribution

    Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

  • Personal Inflation Rate

    Is your personal inflation rate higher or lower than the CPI?

  • Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.

  • Estate Taxes

    Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Newsletters

  • What Medicare Won’t Cover

    See potentially expensive services Original Medicare doesn’t cover and how Medicare Advantage, Medigap or private insurance might help.

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