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.