Financial Planning
Upon initial consultation, we will collectively establish the best plan for you and your family’s unique circumstances.
This plan will be reviewed and adjusted at least annually and more often as circumstances dictate.
Life planning, goal setting and wealth accumulation are constantly changing endeavors and we are there to advise you at every step along the way.
We employ a well established financial planning tool that is web-based and interactive. Each client has their own personal portal for the life of their relationship with Shorepine Wealth Management.
Steps to a typical financial plan:
- You, or you with your advisor, input your financial data and goals into the client portal in the comfort of your home. Each portal is secure to that client and your data is shared with no one but your advisor.
- We jointly explore your expectations, concerns and goals which in turn drives the advice we give and enhances the quality of your plan.
- Each plan has a “confidence zone” that visually displays your expected ability to reach your goals and fund your retirement.
- If your current plan falls outside the confidence zone, we can collaboratively vary elements of the plan to achieve the confidence zone you are most comfortable with.
- The result is a financial plan with an agreed upon asset allocation strategy and implementation. All facets of your retirement are considered and planned.
- Ongoing use of the confidence meter helps you gauge how likely you are to reach your goals and whether or not you are on track instead of focusing on headlines or short term market moves.
- As changes in circumstances dictates (and at least annually) we will revisit your plan to ensure your goals are being met and your asset allocation is being implemented correctly.
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