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InvestEdge Planning

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

InvestEdge Planning

Our Intro meeting will be via phone or Zoom meeting. We

will learn about you, your needs, and your expectations. 

We will share information about the firm, including

pricing, and answer any Q's. 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.

Welcome! We are excited to collaborate with you and will 

ensure you will be given top notch care. We start with

signing the Client Agreement and setting up your log in

and password for RightCapital and Advice Pay. 

A demonstration is available. If valid, transfer of accounts

from contra firm will begin. After the 1st payment, work

will begin. 

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. 

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. 

The Exciting Part! We will meet via Zoom to deliver your

personalized Financial and/or Retirement Plan which 


"Where are you now?" and "Where do you want to be?"

We address goals and recommendations for:

  • Retirement and Tax Planning

  • Investment Portfolio

  • Risk and Estate Planning

We will discuss the next steps and plan for Action Items.​

We will verify our analysis, and make any final adjustments.

Plan implementation will then begin. We will schedule a follow 

up meeting for ongoing monitoring.


 Let's chat.


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