Our planning process starts with a no-obligation initial consultation.
Our free consultation allows you to evaluate the value that Shore Financial Planning provides while also assisting you in determining whether we are a good fit to work together.
This meeting is offered to you at no cost, with no pressure. and no obligation.
Our process begins here with your free, no-obligation, consultation.
1. 15-Minute Phone Call
This meeting 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. If after this meeting you would like to proceed, we will move on to Step 2 in our process.
2. Financial and Tax Assessment: 1-hour Zoom or In-Office Meeting (Cost – $750)
During this assessment, 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?
The assessment is your opportunity to take us for a test run. We feel confident that you will see the value in what we deliver.
Once the assessment is complete, it is yours to keep and use how you feel best, whether that means moving onto Comprehensive Financial Planning and further developing our relationship or simply ending the engagement at that point. Should you choose to move onto Comprehensive Financial Planning, the $750 fee for the assessment will be applied towards your planning fees.
3. 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?
4. Comprehensive Financial Planning
The fourth step is moving forward with a Comprehensive Financial Plan and an ongoing partnership. Your fee paid for the Financial and Tax Assessment will be applied towards your financial planning fees.
Book your no-obligation first meeting on the calendar below!