FINANCIAL PLANNING DESIGNED TO COORDINATE ALL OF YOUR FINANCES
If you had a prized collectible automobile, you would allow only a skilled and qualified mechanic to work on it. Similar to that cherished car, your financial well-being is precious. The health of your finances is vital to your ability to live your life as you desire. At Parkshore Wealth Management, we can take a poorly functioning financial machine, break it down to its essential components, analyze the different parts, and then rebuild from the ground up to help create an efficient, smoothly functioning financial plan. This in-depth approach can help us engineer your financial solutions 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
THREE SERVICES TO MEET YOUR NEEDS
We have designed our services to meet your needs throughout the stages of your life. You choose the program that offers the service and advice you need now, and as your needs change, so can your program.
WEALTH CHOICE
Wealth Choice gives you the advice of a professional on your chosen subject. Depending on the module you select, we will meet with you one to two times. We will learn about your concerns and provide recommendations, including timelines, referrals, and account assistance to help you take action.
WEALTH BUILDER
Wealth Builder is particularly appropriate for young professionals who are building their wealth. Our online investment management service will manage your portfolio, emphasizing low fees so you can keep more of your money and help increase your returns. In addition, you can take advantage of the financial modules in our Wealth Choice program at a reduced rate.
WEALTH MANAGEMENT
With our Wealth Management program, we pull together all areas of a client’s financial life and do whatever we can to make it better. We offer the collective skills of our team members, working together on a client’s behalf without regard to the time constraints found in less comprehensive offerings.
BLUEPRINT FOR SUCCESS: OUR PROCESS FOR COMPREHENSIVE WEALTH MANAGEMENT
For clients in our Wealth Management program, we take the following steps as a fiduciary to design your financial plan and investment strategy.
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: Establish your accounts. We create your accounts and transfer your investments.
STEP 5: Allocate your funds into the appropriate asset classes. Using the information we gathered earlier in the process, we implement our investment selections.
STEP 6: Develop your unique financial plan. We present a final version of your customized financial plan so that you're positioned to move forward.
Schedule a Complimentary Phone Call
Want to see if our services are right for you? Schedule a complimentary, 15-minute phone call today.
