What to Expect

More than a financial plan. More than an investment strategy. Experience an innovative approach to wealth management.

Our model is process-driven: With your comprehensive financial plan in place, ongoing dialogue with our advisors ensures that your unique needs are best served, at every turn. Shone Wealth Management provides thoughtful counsel and manages the adjustments to your portfolio that better position you to enjoy the people, things and experiences that are important to you today, along with security and stability down the road.

As a client, you can expect:

PERSPECTIVE

No matter what milestone you are facing or your role at work and home, you are unique — and you deserve a financial advisor who respects and supports your individuality. You can expect our team to tailor your wealth management plan to reflect what’s most important to you and solely focus on enhancing your personal financial well-being.

ADVOCACY

At Shone Wealth Management, we are proud to uphold the fiduciary standard of care, which means we serve as our clients’ advocate first and foremost. It’s a responsibility we don’t take lightly. From our first meeting to years into the future, you can expect us to serve your best interests and make sound recommendations that set you on a solid path forward. Know that you are supported by a team that will eliminate complexity and bring peace of mind to your financial life.

EXPERTISE

With a team of advisors that brings together decades of well-rounded wealth management expertise, we are committed to providing our clients with high-quality service in investment management, financial planning, estate planning, retirement planning, business planning, and tax planning. Our approach is supplemented by a sound, focused investment philosophy that guides our clients to achieve their long-term goals and obtain true financial wellness, both in life and in business.

Your Client Experience – The First 90 Days

Day 1

Discovery Process Meeting

Spend ample time asking our team your questions, while having an authentic, one-on-one conversation to determine where you stand today, in terms of your financial picture, and where you want to go in the future.

Day 1

Day 15

Strategy Discussion Meeting

Lay the groundwork for your financial and investment plan, how it will be implemented, and what strategies we will use to make your financial goals a reality. Together, we will develop set milestones for achieving your goals so you can continually feel confident and secure about your path forward.

Day 15

Day 20

Technology Client Portal

Gain access to our smart, secure digital platform, which allows for anytime-anywhere access to resources that are essential to your financial picture, including performance reports, statements, research, and more.

Day 20

Day 20 - 30

Execute Strategy Paperwork

Our team will also provide you with proactive communication and documentation of every step of the process so you can keep track of your progress and action items.

Day 20 - 30

Day 30

Implement Plan

Receive a full financial and investment plan that provides a roadmap for your current and future financial outlook, with opportunities to make adjustments and changes based on your needs.

Day 30

Day 30 - 90

Monitor Plan

During the early stages of your plan implementation — and well beyond — our team will provide thoughtful counsel and make adjustments to your portfolio so that you can focus on the aspects of your life that matter most to you.

Day 30 - 90

TOOLS AND RESOURCES

Designed to Simplify Your Financial Picture

At Shone Wealth Management, we do more than develop investment plans. First, we get to know you. Based on that personal relationship, we engage in ongoing dialogue, provide intuitive counsel, and offer the professional financial guidance that helps you reach your goals.

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

With your client portal, you can upload and access all of your investment and liability information on a single, easy-to-use dashboard. Communicate with our team virtually and review your information any time from any digital device.

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Get Started with Shone Wealth Management