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Proudly Serving 

Tampa Bay
And Virtually Around the Country

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 can provide feedback on the strengths and opportunities within your current financial plan.

Getting Started

With Southshore Financial Planning

 

Step 1:

 

Schedule a Call

 

You can schedule your first conversation with us by clicking here, emailing hello@southshorefp.com or giving us a call.

 

Step 2:

 

Introductory Call

 

Our initial conversation will include getting to know each other and discussing what is on your mind. This typically lasts 15-20 minutes.

 

Step 3:

 

Discovery Questionnaire

 

A brief digital questionnaire to understand your current circumstances.

 

Step 4:

 

Strategy Meeting

 

Next, we’ll meet in-person or virtually to share our observations of strengths and opportunities. 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.

 

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 work together.

 

Step 6:

 

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.