What to Expect

Our Wealth Management Process

At SHJ Wealth Advisors, our process is simple… We plan for your tomorrow so you can enjoy today. Here’s what to expect:


Our wealth management process begins with a discovery call. During the call, we will get to know you, your financial situation, and your goals. Together we will decide if we are the right partner.


Before your consultation, our team will ask you to complete a short questionnaire so our advisors can begin to understand your situation and be prepared to have a productive meeting. You’ll have the opportunity to ask questions and learn more about SHJ, our philosophy and our services.


When you are ready to become a client, you will receive a more in-depth questionnaire to gather the necessary information for us to prepare your personalized financial plan and customized investment strategy. Our Client Service team will help to begin the process of transferring your investments. They will work diligently to make the transition as smooth as possible and ensure everything is set up properly with care.


As we continue to work on the transfer of investments, your advisor will prepare and present a personalized financial plan and investment strategy. Once the transfer of investments is complete we will implement your investment strategy.


During our relationship, we keep you updated and meet with you periodically to go over your financial plan and investments. As life changes occur, we work together to determine if adjustments to your plan are necessary to keep you on track toward your goals.


Our ultimate goal for all SHJ clients is to feel confident in their tomorrow so they can enjoy today.