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As we begin to work together, I always commit to putting your best interest first as I act as your guide and financial planner. It is vital that I thoroughly understand your goals, concerns, and aspirations. I will ensure that your information is always safeguarded. Furthermore; I am honored to serve you and give you a promise of service excellence. Here is what to expect with our process as we embark on your financial or retirement plan, and/or asset management service.
Shannon Grey, CFP®, CRPC®, MPAS®
Certified Fee-Only Financial Planner
Our Process
Good fit Meeting - 30 min
Onboarding - 30 min
Discovery Meeting - 1 hour
Analysis & Design 5-30 days
Delivery Meeting - 90 min
Implementation & Monitoring
Our Intro meeting will be via phone or Zoom. We will learn about you, your needs, and your expectations.We will share information about the firm, including pricing, and answer any questions. An initial determination will be made to see if we are a mutual good fit. We insist you take some time to sleep on everything we've discussed to this point and encourage you to interview other planners or financial advisors.
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Welcome! We are excited to collaborate with you and will ensure you receive top-notch care. We start by signing the Client Agreement and setting up your login and password for RightCapital and AdvicePay.
A demonstration is available. If valid, the transfer of accounts from the contra firm will begin. After the 1st payment, work will begin.
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We will take a deep dive into your values, goals,
concerns, unique needs, and risk tolerance. We will gather all applicable financial information and data,
including financial statements. You can choose how to
upload your information via RightCapital or in an
interview-style phone call or zoom meeting. Worksheets
will also be emailed for goal planning.
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We will analyze all personal and financial information in
order to create and deliver your personalized Financial
and/or Retirement Plan. Any information still needed will be requested.
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The Exciting Part! We will meet via Zoom to deliver your personalized Financial and/or Retirement Plan which includes:
"Where are you now?" and "Where do you want to be?"
We address goals and recommendations for:
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Your Financial Goals
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Retirement and Tax Planning
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Investment Portfolio Review
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Risk Management and Estate Planning
We will discuss the next steps and plan for Action Items.​
We will verify our analysis and make any final adjustments.
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Plan Implementation and Monitoring begins.
For One-Time Financial or Retirement Planning, we will schedule two or three meetings for ongoing monitoring and support for one year starting from the date of the signed contract. You will remain self-directed in managing your investments and plan recommendations.
To stay on track with your plan goals, you can choose ongoing support afterward for a $150 a month subscription plan with a 30-day cancellation option.
For Asset Management Clients- Implementation, Monitoring, Portfolio Management, and Annual Updates to your Plan are provided for you and ongoing, with three Portfolio Review Meetings a Year scheduled.