Come to the Shoreline, Where Different Is Good

Clear Process

“To reach a port, we must sail – sail, not tie at anchor – sail, not drift.” – Franklin D. Roosevelt

Why is process so important? With it, you gain the support and stamina you need to ignore the distractions and stay on course toward your personal and business-related financial goals – discovering and achieving what matters to you; embracing sensible solutions with confidence; keeping those solutions relevant over time. At Shoreline Asset Management client process includes:

Discovery

Before any planning takes place, we meet with you in a relaxed, no-obligation setting to learn about you and discover what's important to you.

Investment Planning

As follow up to our Discovery Meeting, we present you with a written plan, customized for your individual circumstances, so you can objectively assess the potential relationship.

Mutual Commitment

If we are a good fit for one another, we mutually commit to your plan for success. This is when we can really roll up our sleeves and begin making a marked difference in your life.

Regular Progress Meetings

As our relationship unfolds, we schedule ongoing meetings to help you stay on course, address advanced planning needs, and make adjustments as your circumstances evolve.

From our first conversation onward, Shoreline’s client experience guides you along a well-defined path, carefully paved for your next and future steps. We think that’s an experience worth having.