Using advanced technology and skills, Shorewood Financial Services will guide you through the following steps to help you create an investment plan that balances your needs for income, growth and safety. In our three-step process, we will:

1. Understand and analyze

We meet with you to get a better understanding of your financial situation, as well as your goals, aspirations and resources. Once we understand your values and priorities – what drives your financial decisions – we begin to craft your investment plan.

2. Develop your strategy

Our next step is the creation of an asset allocation proposal that reflects your investment objectives, time horizon, risk tolerance and income needs. Through our planning process, we help you plan around your life goals – not only around a target dollar figure as many advisors do. The plan includes appropriate investment vehicles and takes into consideration key factors such as tax planning strategies, estate planning strategies, educational needs and retirement.

3. Implement recommendations

When you are comfortable with our recommendations, we implement your plan. Together, we identify an appropriate money management provider or help you select from a wide range of securities investments. After receiving your approval, we put your plan into action.