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  • Online financial planning
    assessment

    Empower you to navigate life’s financial journey with confidence and stability.

    What bothers you? We're here
    to help you plan ahead.

    Use our one-line assessment tool to get quick answers to your financial questions.

    Tax Planning Assessment

    Substantial presence test Calculator. The time for pre-immigration financial planning is limited. If you meet either the green card test or the substantial presence test for the calendar year (January 1 – December 31), you are a resident of the United States for tax purposes.

    You ARE A US Tax Resident For The Current Year.

    This calculator should be used as a guideline only. To be certain of your tax residency status and which days you should be counting, always consult a tax specialist and refer to the conditions of your visa.

    Online quiz to test which areas you may need to do tax planning prior to become US tax resident.

    This quiz only cover limited areas, always consult a tax specialist for comprehensive review prior to immigration.

    Insurance Planning Assessment

    Answer a few questions in green box about yourself then Instantly receive quote on Life Insurance, Long Term Care and Annuities from over 30 carriers. Complete an online application, sign the agreement with DocuSign, then securely receive the policy from respective insurance. If you prefer, you can schedule a call with a licensed professional at Eden at any time to complete the process together.

    Education Fund
    Assessment

    Answer a few questions about your child’s potential college plans including what kind of college he or she aspires, and your savings goals and get an estimate of how much you should try to save by using our Education Fund Assessment

    START PLANINNG

    Retirement Planning
    Assessment

    See how much you could have every month for retirement, assess where you stand and learn how to fill in any gaps. Get the answers and information you need with our one-line retirement income assessment.

    START PLANINNG

    Estate Planning
    Assessment:

    Answer a few questions about your situation to see if comprehensive estate planning is needed. Learn more in our education section.

    Online Overall Self-
    Planning Tool

    Access some self-assessment tools for financial planning. Track your financial goals—such as retirement or purchasing a house. Stay within your budget, monitor expenses, and centralize all accounts for a comprehensive, automatically updated overview. Unlock more value through reviewing financial planning dashboards.

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    SPOKANE WA 99201-0580, USA

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