Let’s Talk
A 30-minute conversation about your goals, the help you’re looking for and how we may be able to support you.
Back to EH Wealth Advisors
Your discovery conversation
Start with a 30-minute conversation about your goals and the help you are looking for.
What to Expect
Choose Your Path
Review the recommendation, services and fees before deciding what is right for you.
Know What Comes Next
After agreement, receive secure tools, clear next steps and support as your engagement begins.
Choose a time to talk
Use our secure scheduling page to select an available time for your 30 Minute Discovery Meeting.
Choose your discovery time (opens scheduling in a new tab)Make the Most of Your EHWA Experience
Keep account conversations in our work channels
You can still reach Erica. Using our business service channels helps the team route, track and address account requests efficiently. Use our office phone or Client Services email for quick questions, and keep sensitive documents in the secure sharing process.
Call Client Services: (248) 440-7774
clients@ehwealthadvisors.comMake room for the right conversation
Contact Client Services to coordinate a meeting suited to your question. Bring your priorities and questions so the conversation can focus on the decisions that matter to you. For documents, use the secure channel specified by the team.
Here’s Your Team
Millicent supports gathering and document coordination, including account-opening preparation. Erica leads advisory review and strategy discussions. Client Services helps you find your next step.
Make the Most of the Services Available to You
Revisit the services included in your signed agreement, share meaningful life changes and bring major financial decisions to the team. Ask how the services in your engagement can support your current priorities.