At Parkshore Wealth Management, we specialize in designing straightforward financial planning for our clients’ complex financial problems. It’s not unusual for someone to come to us with a chaotic, disorganized situation―essentially, a patchwork of wildly different pieces that aren’t coordinated or working together in a way that helps them reach their goals. It’s not unlike having an unreliable car—it may work some of the time, but there’s a good chance it’s not going to get you to where you want to go.
Just like you’d take that unreliable car to a mechanic, you need an expert to look at your finances and determine how to make them work better. At Parkshore Wealth Management, we can take a poorly functioning financial machine and break it down into its various pieces, analyzing the different parts and then rebuilding from the ground up to create an efficient, smoothly functioning plan. This in-depth approach allows us to engineer your financial situation so that you can move forward with clarity and confidence.
What issues do we consider as we re-engineer your finances? Depending on your situation, we might look at the following:
“You are never too old to set another goal or to dream a new dream.”
— C. S. Lewis
For clients in our Wealth Management program, we take the following steps as a fiduciary to design your financial plan and investment strategy.