Our process starts with a complimentary financial assessment.
Our free financial assessment will help you evaluate the value that Shore Financial Planning provides and make an informed decision about hiring us.
We want you to know exactly how we can help you build wealth BEFORE you pay a single dollar!
No cost. No pressure. No obligation.
Here’s what goes into your free financial assessment:
15-Minute Phone Call
This gives us a chance to make sure your financial situation matches our expertise. If Shore Financial Planning is not the right financial advisory firm to help you, we’ll happily point you to the right expert for your unique needs.
1-hour Zoom or In-Office Meeting
We’ll zero in on your financial goals, needs, and concerns. Like a doctor, it’s important to diagnose before we prescribe. We’ll request a few important documents beforehand to help us answer 3 critical questions:
– Are you on track to reach your long-term goals?
– Can your tax bill be reduced?
– Can your investments be improved?
Think About It
Take as long as you need to make a decision about hiring us as your financial advisors. There’s NEVER a hard-sell or pressure to say yes. To help you make a smart decision, consider these questions:
– Do I like, trust, and respect Shore Financial Planning?
– Do the financial benefits outweigh the costs?
– Do I understand and agree with their investment approach?
– Do their financial planning recommendations make sense?