Our Process
Personalized Investment Planning
At Shoemaker Financial, your priorities drive our approach. Through our efficient five-step process, we gain insight into your financial needs and values, crafting a tailored plan to pursue your goals and build your future.
1. Consultation and Discovery Meeting
Financial planning is all about you! At the outset, we use this crucial meeting to conduct a detailed consultation to get to know you and support your needs and goals.
2. Crafting a Solid Strategy
The next vital step is to express your financial goals in writing. This enables us to create a detailed plan to help you make progress toward those goals.
3. Holistic Planning
We employ a systematic building process to create personalized, holistic plans that provide an overall financial strategy with elements that work in the short-term, long-term, and in-between.
4. Effective Implementation Strategies
Following the development of your plan, we will provide implementation strategies for you to consider. Our professional team will help you consider steps including investment decisions, savings goals, preparing for retirement, and more.
5. Ongoing Monitoring and Review
We will use continual monitoring and frequent reviews with you to ensure that you stay on track to meet your financial objectives. As your financial environment changes, we will suggest adjustments to your strategy as needed.
Our Personal Method Helps Make Your Dreams a Reality
The financial planning process takes you to the place where your financial plans, hopes, and goals can become reality.
Frequently Asked Questions About Our Process
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The first meeting is really about getting to know you. We'll talk about what's important to you, where you are today, and what you'd like to accomplish, then explore how we may be able to help. Shoemaker Financial describes its approach as listening to clients' goals and concerns to better understand what's important to them.
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Our process starts with listening. From there, we look at your overall financial picture and develop strategies around your needs and goals, with ongoing guidance as life changes along the way. This reflects the firm's emphasis on holistic planning and a client-centered approach.
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That can look different for every client. We'll establish a rhythm that makes sense for your needs and stay connected as your life, priorities, and financial situation evolve.