FINANCIAL PLANNING | Advice for Life
 
 

Advice for Life is a systematic financial planning process that we use with all Shank Wealth Management clients. This approach uses four steps to lay out what is important to you and a strategy to work towards.

1. Discovery – On our first appointment with you, we determine the following      information. Where are you now? What are your goals? What have you achieved      financially thus far?

2. Planning – Once we understand your situation, we use all the resources available to us      to develop a unique plan for you. This plan is crafted by your advisor between the      times of your first and second appointment.

3. Strategies – At our second meeting, we discuss our recommendations and strategies.      Once your course is charted and agreed upon, we begin to put the plan into action      through recommended investments, products, and services designed to pursue your      goals.

4. Monitoring – It seems that many people have had the experience of putting their      money with a financial advisor and never meeting with them again. It’s like you are      forgotten. At Shank Wealth Management, we make it a point to review your situation      on a recurring, ongoing basis. Our monitoring process provides you the opportunity to      update us on any changes in your life. It also allows us to keep you informed on the      progress of your plan.

    

  *No strategy assures success or protects against loss.


 
 
   
Securities and Advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Investment products and services available only to residents of: AL, AR, AZ, CA, CO, FL, GA, LA, MS, MT, NC, ND, OH, OK, SC, TN, TX.
 
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