Blog Posts, Financial Planning

Step 3 of the Financial Planning Process: Implementing Your Strategy

After we review your financial plan, we will implement the strategy we have developed together.

What Does Implementing Your Strategy Involve?

First, we’ll assist you with opening and transferring accounts. We will begin investing or transitioning your accounts according to the plan we’ve created. Our investment decisions are based on the goals you share with us — tax minimization, diversification, legacy planning.

You may be at a point in your life where you want to save more. Or, you may need to start withdrawing from your accounts. Either way, we can help. We can set up recurring contributions to or distributions from your accounts to make your life easier.

As we implement your strategy, we encourage you to come to us with any financial questions or changes to your life. Certain changes may impact your financial plan and we may be able to provide insight and recommendations.

What’s Next?

Our next step is monitoring and reviewing your financial plan. We will set and follow investment guidelines, provide you with web access and reporting, and schedule future meetings with you.

Subscribe below to our blog posts and you will receive “Step 4 of the Financial Planning Process: Monitoring and Reviewing.”

Success! You're on the list.

If you have comments, please feel free to send us a message.

This article was written by Shoreline Financial Advisors. To learn more about us, please visit our website.

The information contained on this Website is not intended as, and shall not be understood or construed as, financial, tax, or professional advice. The information contained on this Website is not a substitute for any advice from a professional who is aware of the facts and circumstances of your individual situation.

We have done our best to ensure that the information provided on this Website and the resources available for download are accurate. Regardless of anything to the contrary, nothing available on or through this Website should be understood as a recommendation.  Neither the Company nor any of its employees or owners shall be held liable or responsible for any errors or omissions on this website.

Leave a Reply