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.
1Step One
Meet to discuss goals, products and service agreement
2Step Two
3Step Three
Present plan and begin implementation
4Step Four
Send follow-up documentation with timelines
5Step Five
Regular review of plan progress/results
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________________
