Our core philosophy at Exencial Wealth Advisors is “Integrated beats fragmented”. This means we can provide the best advice only when we have fully engaged clients who are willing to freely share information and exchange ideas. This view is at the heart of our E3 process.
E3, shorthand for “Evaluate, Execute, Evolve,” is more than a continuous improvement process — it is a guiding principle for our firm.
So what exactly does E3 mean? Let’s look at each part.