Connect With Us Today
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 provide feedback on your current financial plan and explore possibilities.
Getting Started
Select each step for details.
Step 1:
Schedule a Call
You can schedule your first conversation with us by clicking here or completing the form below.
Step 2:
Introductory Call
During this meeting we will focus on getting to know you and understanding what is important to you. We will also share details about our background, firm and planning process. At the end, we can schedule an Explore Meeting if you wish to continue our conversation.
Step 3:
Explore Questionnaire
You have the option to complete a brief digital questionnaire to prepare for our next meeting.
Step 4:
Explore Meeting
We’ll share our observations of your current plan and explore possibilities. You will leave this meeting with a clear picture of what it is like to partner with Southshore Financial Planning.
Step 5:
Your Call
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 begin working together.
Step 6:
Welcome to Southshore!
We’ll meet with you virtually or in-person to onboard you as a client.