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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.

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