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HOLISTIC PLANNING.
WISE DECISIONS. ELEVATED PEACE OF MIND.

Empowering people to take charge of their financial futures for more than 35 years

YOUR GUIDE TO GOOD FINANCIAL DECISIONS

You’ve worked hard for what you have, and you want to do the right things to grow and protect it, but it’s not always easy to figure out what that is. Financial planning has become increasingly complex, and it’s always changing, and that’s why you need a partner in your corner who can guide you on the right path to accomplish your goals.

Financial planning is offered by Kathy and Megan through Eagle Strategies LLC.

Here at Davenport Wealth Strategies, we specialize in holistic financial planning to help you enjoy your life today while planning responsibly for tomorrow. What we do goes way beyond just managing investments or retirement planning. Instead we do whole person planning—looking at your financial life from every angle and helping you figure out where you are now, where you’re going, and how to get there.

We start by learning about your hopes, dreams, goals and values so that we can help you align your money with what matters most. Your planning affects not only your future, but the future of generations to come, and we’ll be by your side through every season of life to help you create a lasting legacy for the people you love.

As a client, you’re like family to us, and we love offering wise counsel on all your financial questions, from purchase decisions to investment strategies. We’re committed to staying on the forefront of the industry, and we’re passionate about sharing our knowledge through seminars and personal conversations. We’ll open your eyes to exciting possibilities by teaching you to dream bigger, outline your objectives, and avoid wrong turns along the way. It’s all part of the journey to helping you make good financial decisions for life.

“Expect the best. Prepare for the worst.
Capitalize on what comes.”

— ZIG ZIGLAR

SPECIALIZING IN

Holistic Financial Planning

Investment Management

Estate & Legacy Planning

Business Planning

Asset Protection

PROUDLY SERVING

Business Owners

Families

Successful Professionals

Athletes

Pre-Retirees & Retirees

“Wealth is not about having money;
it’s about having lots of options.”

— CHRIS ROCK

OUR PROCESS

One thing our clients appreciate about working with us is that we don’t believe in cookie-cutter services or a one-size-fits-all approach. Instead, we follow a meticulous process designed to help get to know each client’s situation, goals, and level of risk tolerance so that we can make appropriate recommendations to meet their needs. Everyone is different and we may amend our approach to suit a specific client, but in general, we utilize the following process to help those we’re privileged to serve.

Step 1: Review

Every family's financial situation is unique. That's why it's so important to find out as much as we can about you and your financial goals. The more we know about you, the more precise recommendations we can make and the more we can help you. As a result, we may take some time to discuss your hopes, dreams, and objectives, and the things that really matter to you. This is the basis for the first meeting with anyone we sit down with.

Step 2: Analyze

As needed, we will work with you to identify and prioritize your objectives, and then help establish benchmark goals. This is important because we live in a world of unlimited choices. People often fail to achieve objectives because they try to accomplish too much at once, or they don't attach specific deadlines to their goals. By breaking down your goals to specific objectives, you can look at available resources and decide which goals are realistic, and which should be adjusted and scaled down.

Step 3: Develop

Based on our conversation and analysis, we can recommend the steps that it will take to help you achieve your financial goals.

Step 4: Coordinate

We regularly coordinate insurance and financial activities for clients with the other members of their team of financial, tax, and legal advisors. We can do the same for you.

Step 5: Implement

We'll implement your strategy, and work closely with you and your other third party professionals to ensure its success. We'll monitor progress and provide ongoing service as your needs and situation change over time.

Step 6: Monitor

This is not a one-shot deal. Strategies need to be adjusted periodically as your life and the economy changes. We will work with you over the years to help keep your strategy on track with your changing needs.