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Our priority is to get to know you in order to determine a mutual fit and how we can best serve you. We’ll begin with a conversation in which we can provide feedback on the strengths and opportunities within your current financial plan.
With Southshore Financial Planning
Our initial conversation will include getting to know each other and discussing what is on your mind. This typically lasts 15-20 minutes.
In-person or virtually, we’ll meet to understand your current circumstances and feelings on risk/return, in addition to identifying your goals. We will answer any questions you may have in order to develop a clearer picture of our firm. This is typically a 1-hour meeting.
Next, we’ll meet in-person or virtually to share our observations of strengths and opportunities within your financial plan. You will leave this meeting with a better understanding of our firm and targeted action items to improve your financial life. This is typically 30-45 minutes.
Take as much time as needed to consider the next steps. Then, reach out to us to let us know if you would like to work together. If so, we’ll determine in what capacity - either ongoing or in a limited scope.
Welcome to Southshore!
We’ll meet with you virtually or in-person to onboard you as a client and prioritize our action plan. This meeting is typically 45 minutes - 1 hour.