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.

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:

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:

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.