Broker Check

"The bitterness of poor quality remains long after the sweetness of low price is forgotten"                          -Benjamin Franklin

Seeking the advice of a trusted, qualified financial advisor is vital in managing and preserving your wealth.  

For this important partnership, you need a trained professional who sees your total financial picture. Someone who can help you define your life goals, establish the right financial plan, provide strategies focused on your needs, and help you stay on track. 

Well, look no further!

Our Financial Consulting Process

Become a Client!

Put your future first

There is a proper way to approach and execute financial planning. There are steps to follow and specific tools needed in order to complete the task efficiently and skillfully. 

Book your free discovery session

Our discovery session includes taking a detailed inventory of what you own and owe and everything in between!  We facilitate proper discussion around cash flow needs, goals, concerns and preferences. 

Click here for the documents needed for your discovery session.

Make the commitment

Based on our discussion, we will provide you with our one-time, non-negotiable client on-boarding consulting fee. 50% is due upon formally engaging our services. Costs vary depending upon complexity, however a client with assets of $1 million dollars could expect a quote to be in the $2,500 range. 

Invest in your Future

Cutting corners to save time or money will end in disappointing results. Our consulting service delivers value beyond its cost. 

It provides for the time necessary to perform proper due diligence, allowing us to become acquainted with you and your unique situation and family dynamic. 

This service is designed to save you money in the long run by identifying inefficiencies and protecting you from costly mistakes. 

Studies show Americans spend much more time planning their vacations then on planning for their financial future. 

Make your financial health a priority, your mental health and future self will thank you!

Become Organized and Informed!

Organization is key

Utilizing our financial planning software WealthVision, we organize your financial life.  For many, this is the first time they have seen their entire wealth with 20/20 vision. We will begin to familiarize you with our client-interactive software, bringing your financial plan to life!

Analyze

Our analysis begins by outlining the details you are wishing to accomplish both in the short and long-term.  

We determine if your assets match your goals, identify inefficiencies and potential risks, presenting opportunities to potentially enhance the protection and growth of your wealth.

Thoughtful detailed planning is essential. We thoroughly review each planning category listed below, addressing every detail, making sure nothing has been overlooked. 

Retirement Planning

Estate Planning

Insurance Planning

Tax Planning

College Tuition Planning

Planning for Business Owners

Planning for Executives

Cash Flow/Debt Planning

We will provide a current state of your finances as well as give you a glimpse into the future of your financial health. 

Take Action

Together we create an action plan, prioritized by you, and assist with its implementation.  

Additional meetings and/or conference calls will be conducted until all items are completed to your satisfaction.

Be Prepared!

An ounce of prevention is worth a pound of cure.

It is always a good idea to have a Plan B firmly in place. Establishing a backup plan will prevent costly mistakes and help reduce your stress level when an issue arises, as they always will!  We want you to be prepared.

Elder Fraud and Alzheimer's

We are the first line of defense for our clients as they age and may fall victim to senior exploitation. 

We have conversations around who we are to contact if we feel there is a decrease in your mental capacity. Having a plan makes for an easier transition, as expectations are set and your wishes are known.

Take your identity off the grid!

The last step of our on-boarding process is assisting you with implementing measures to make your personal information worthless when it eventually falls into the hands of criminals. Credit monitoring programs are costly, ineffective and not needed when applying our strategy. We want you to proactively evade identity theft by living off the grid, so you are no longer riddled with fear or a sense of helplessness.  

Continuous Guidance

We will guide you through the major financial decisions and questions that arise as life unfolds. 

The ongoing fee for our digital suite of financial tools and advice is $500/yr. However, this annual fee is waived for clients that hold $500,000 or more in our advisory managed accounts.

Be Important!

Welcome!  You are now officially part of the Shariden Family!

Delivering the Shariden concierge level of service begins with our commitment to be responsive, reliable, and to always give you advice that is in your best interest.

We develop a service level agreement designed to meet the needs of each client.  

We take the time to focus on you.

We will spend the amount of time necessary with you each year to ensure all areas of financial concern are addressed. 

Fully understanding your financial situation enables us to be here as support for life's constant challenges.

We will not charge our clients an additional hourly rate unless there is something outside the normal scope of advice.  We do not want our clients to make a mistake by not reaching out to us due to incurring an additional fee.

Stay Engaged

We encourage you to always contact us with financial questions or when initiating financial transactions. Staying focused and actively engaged with us during each phase of life will produce the best possible results.

Continuing Education

We provide tailored on-demand educational messages and workshops delivered directly from us to you! 

Markets and tax laws are ever-changing and this format is the best way for us to deliver timely advice. We continue to provide actionable items to improve your overall financial health.

We are happy you found us and look forward to continuously helping to reduce your financial stress and give you peace of mind that your financial affairs are in order. 

Your success is our success!

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."