HOW WE WORK TOGETHER
A thoughtful process for a more confident future.
Financial planning works best when it’s personal, collaborative, and unhurried. Here’s what you can expect when we work together.
THE PROCESS
01
Fit
We start with a relaxed conversation about where you are and what you’re hoping for, so we can both decide whether we’re a good fit.
02
Discovery & Priorities
I get to know your full picture- your finances, your family, your goals, and what matters most to you.
03
Build Together
We create a personalized plan with clear, actionable steps- built with you, not handed to you.
04
Ongoing Review
Life evolves and your plan evolves with it. We stay connected and adjust as things change.
WHAT IT FEELS LIKE
Judgment-free
Wherever you’re starting from is a perfectly good place to start.
Plain language
No jargon. If something’s unclear, it’s on me to explain it better.
Fee-only & Fiduciary
I’m paid only by my clients- never by commissions- and I’m required to act in your best interest.
COMMON QUESTIONS
Good questions to ask.
Don’t see yours? Ask away- there’s no such thing as a silly money question.
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Not at all. Getting organized is part of the process- we’ll work through it together.
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Whatever works best for you. Most meetings happen virtually, and when it makes sense, over coffee around Toledo.
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Shoreglass is fee-only, which means I’m paid only by clients. Fees depend on the service and are described in our Form ADV Part 2A, available on the Disclosures & Legal page.
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Financial planning looks at the bigger picture — your goals, cash flow, taxes, retirement, insurance, estate planning, and how all the pieces fit together. Investment management focuses specifically on your investment portfolio.
At Shoreglass, investments are one piece of the plan — not the whole plan.
SAME SHORES. BRIGHTER TOMORROWS.
Let’s create your clarity.
A conversation is a great place to start. Let’s explore what you’re working toward and whether Shoreglass may be a good fit.