Our Approach & Planning Process

Wealth Management & Financial Planning Uniquely Focused on You

At Shone Asset Management, we do more than develop investment plans. We get to know you first. And then based on that personal relationship, we engage in ongoing dialogue, provide intuitive counsel and offer the financial guidance that helps you reach your goals.
Our Appoach

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We consider your personal financial goals, timeframe and risk tolerance—and then assemble a diversified portfolio that allocates investments that are not only unique to you, but that represent your best interests. Our process-driven approach to rebalancing ensures that you – and your investments – are secure now and in the future.
Fee Only Investment and Financial Planning

We help clients make the complex world of personal finance simple

Our Planning Process

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Early retirement options, estate settlements, retirement planning: While every client need is different, we employ the same proven, consultative process to get results.
1

Step One

Meet to discuss goals, products and service agreement
2

Step Two

Gather information and profile based on risk tolerance
Information checklist
Client worksheet
3

Step Three

Present plan and begin implementation
4

Step Four

Send follow-up documentation with timelines
5

Step Five

Regular review of plan progress/results

Comprehensive financial & wealth management

With a relaxed, uniquely personal approach.

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The first 90 days

At Shone Asset Management, we provide comprehensive wealth management, cost-efficient portfolio construction and ongoing collaboration to help you achieve your goals. Here's what to expect in the first 90 days:

Day 1

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Discovery Process Meeting

Day 15

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Strategy Discussion Meeting

Day 20

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Technology Client Portal

Day 20-30

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Execute Strategy Paperwork

Day 30

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Implement Plan

Day 30-90

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Monitor Plan

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At the end of your 90 days we will meet to review your plan's progress
Reach your goals | Maintain confidence | Balance risks, reward

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Ongoing communication

Scheduled outreach includes regular planning reviews, check-ins, ongoing education opportunities and our informative client newsletter. You can also count on a prompt response—within 24 hours—whenever you contact us with a question or concern.

Visit Client Portal
 

Mark Shone CFPMark Shone, CFP
President

Phone: 925.472.0874
Mobile: 925-209-3771
Fax: 925-472-0884
E-mail: mshone@shoneassetmgmt.com

Mark Shone, CFP®, founder of Shone Asset Management LLC, is responsible for all aspects of Financial Planning and Asset Management at Shone Asset Management and works directly with clients of the firm. He has been in the business since 1988 and founded the firm in 2005 as a fee only financial planning and asset management business. Prior to founding Shone Asset Management, he was a Managing Director and Neuberger Berman and Lehman Brothers. Mark has a degree in Finance from California State University, Sacramento, competed his certificate in taxation at UCLA and completed a course of study at the Wharton School.

Mark enjoys helping families and clients map out the financial life they want to create and helping them by making smart decisions over time. He has extensive experience speaking on and guiding clients through topics such as retirement planning, preparing for the cost of education, investment allocation strategies, estate planning topics, insurance and behavioral finance. He is committed to helping clients maximize their full wealth potential.

In his spare time Mark enjoys golfing, is an avid sports fan and is a drummer for the band Stagefrite which plays cover songs from the 80’s to today.

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Gail Markham

Director of Client Service

Gail has worked in the Financial Services industry since 1983; as a Bank Manager, and as an Investment Advisor as well as Compliance Manager for major Wall Street firms.  She is a graduate of the University of the Pacific.

Gail is a long time resident of the East Bay.  She lives in Walnut Creek with Will, her husband of 26 years.  She has two children, Jack & Kelly who are college students.

Gail enjoys golf, hiking, traveling, gardening, wine and college basketball.

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Griffin Daniel Sheehy

I came on board with Shone Asset Management in 2016 and as Financial Associate, I provide support in the areas of investment planning, financial planning, and portfolio management. I am a graduate of Cal Poly San Luis Obispo’s Orfalea College of Business where I earned a Bachelor of Science of Quantitative Economics concentrated in Financial Management. Post-graduation, I went straight to work for Waddell & Reed, which is a large advisory firm that specializes in financial and investment planning. I started there in an assistant-type role until earning my Series 7 and Series 66 licenses and at that time promptly transitioned into an Advisor Associate role. Having those licenses allowed me to not only engage in full support on the client servicing side, but in the financial and investment planning process as well. This is where I learned just how critical developing, implementing, and constantly reviewing a solid all around plan is to the success of one’s financial goals. While in college, I interned at Northwestern Mutual in Sacramento where I earned my Insurance License and was educated in the value of managing the risk of unforeseen events in life. I also interned at a small commodities market research firm based in Petaluma, California called Streetwise Reports.

I am married and in my free time I enjoy outdoor activities with my beautiful wife like taking beach trips and hiking. I also enjoy playing sports in local leagues for baseball and basketball.