Design

DESIGN

FINANCIAL PLANNING DESIGNED TO COORDINATE ALL YOUR FINANCES

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:

TAX PLANNING
RETIREMENT PLANNING
DIVERSIFICATION
FEES
ESTATE PLANNING
OTHER ISSUES

You are never too old to set another goal or to dream a new dream.”

— C. S. Lewis

OUR PROCESS FOR COMPREHENSIVE WEALTH MANAGEMENT

We take the following steps as your fiduciary to design your financial plan and investment strategy.

BLUEPRINT FOR SUCCESS

Step 1: Get to know each other. We meet, get to know you and allow you to decide if our independent financial advisory is a good fit for your needs.
Step 2: Establish a clear understanding of your goals and objectives. We have a frank conversation to determine what you want to achieve with your wealth.
Step 3: Determine your risk profile. Through discussion and testing, we find out how much risk you would like (and need) in your portfolio to achieve your goals.
Step 4: Create your Investment Policy Statement. We work together to craft your unique Investment Policy Statement, which will direct how your portfolio is managed.
Step 5: Establish your accounts. We create your accounts and transfer your investments.
Step 6: Allocate your funds into the appropriate asset classes. Using the information we gathered earlier in the process, we implement our investment selections.
Step 7: Develop your unique financial plan. We present a final version of your customized financial plan so that you're positioned to move forward.