Goals-based Wealth Planning and Management
No matter where you are in life, making plans decades in advance can seem like a complicated journey into uncharted waters. We get that, which is why your Shorepoint wealth advisor makes that journey easier by breaking it down into a series of simple steps.
Your Goals. Your Plans. Your Assets.
Shorepoint’s goals-based wealth planning approach is designed to identify the investment strategy that has the highest probability of meeting all your financial objectives over short-, medium- and long-term time horizons and across a variety of market conditions. During that process, your wealth advisor will perform several “what if” analyses that will help you visualize the tradeoffs among risk, return and achieving your goals and give you the information you need make an informed decision about the best plan for you.
It Starts With a Conversation.
At Shorepoint, we understand that your financial situation and long-term objectives are as unique as you are. That’s why every client relationship begins with a series of conversations where we listen carefully to understand what is important to you. During those conversations we’ll help you:
6-Step Goals-based Wealth Planning Process.
Here a list of information you can bring to your initial planning meeting with your Shorepoint wealth advisor. Don’t worry if you don’t have it all—we’ll help you fill in the banks. Armed with this information, you and your advisor can begin our six-step goals-based wealth planning process:
The Conversation Never Ends.
Life changes and so do your circumstances and goals. Your Shorepoint advisor will be proactive in reaching out to see how you’re doing and whether we need to revisit your wealth plan and investment strategy. At least once a year—and typically more often—we’ll review your initial plan and formal Investment Guidelines with you and make any adjustments necessary to ensure your continued financial well-being.
Contact Shorepoint Capital
We know that selecting a wealth advisor is an important decision, and we want to give you all the information you need to select the right advisor for you, your family and your business. We welcome your questions and look forward to getting to know more about how we can help you meet your financial goals and objectives.