Work With Us
Let's build clarity together.
Tell us a little about your situation and we'll be in touch within one business day.
Ready to get started? It takes only 15 minutes.
Book a Discovery CallMaximize your journey through intentional alignment.
Interested in learning more about how we can help you manage your personal and professional financial life? Schedule a complimentary, no-obligation consultation with our lead advisor.
Step 1: Discovery Call
15 minutes
This phone call will give us both a chance to make sure your situation matches our expertise. We will get to know you and can share how E-Wealth Partners adds value.
Step 2: Initial Consultation
60 minutes
A complimentary consultation, in person or virtually, where we get crystal clear on your goals and your vision for the future. We will review your financials and share how E-Wealth Partners provides a roadmap to your financial future.
Step 3: Plan Assessment Review
35 minutes
We meet, in person or virtually, to review findings and recommendations. We explain what can be implemented to improve your financial health, lower taxes, and optimize your personal and business financials. We provide a clear picture of how we will work together and our pricing. You decide. There is no hard sell and no pressure to say yes.
Step 4: Take Action
First 90 days
We provide a roadmap of meetings prioritizing your greatest pain points: cash flow, tax, business planning, investment strategy. We provide analysis, strategy, and will help implement the solution.
Take the first step today knowing you are on the path to financial clarity.
Book a Discovery CallReach us directly
We personally respond to every inquiry.
- 12301 Whitewater Drive, Suite 40, Minnetonka, MN 55343
- 952-800-2121
- Fax 952-600-5513
Prefer a scheduled introduction? We offer a complimentary 30-minute call to explore whether we're the right fit.
Take the next step
Learn how we help you achieve your financial goals.
A clear, intentional plan for business owners, entrepreneurs, and executives who want more from their wealth.