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:

DISCOVERY CALL

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 fit for your needs.

COMPLIMENTARY CONSULTATION

Before your consultation our team will ask you to complete a questionnaire to provide as much detail as possible so our advisors can provide you with the most accurate and relevant advice. You’ll have amply time to ask questions as our team shares more about the SHJ philosophy and gets to know you.

PLAN & INVEST

When you are ready to become a client, our advisors will craft a personalized financial plan and investment strategy. They are careful to account for your personal values, risk tolerance and your long term goals. Together you will review the plan, makes tweaks if needed, then let them put it to work!

TRANSFER INVESTMENTS & INFORMATION

Our Client Services Team will come alongside you to make the transition as smooth as possible. They will work diligently to ensure everything is setup properly with care and quickly answer any questions you have.

ADJUST TO LIFE CHANGES

Over the years we keep you updated and meet with you on a regular basis to go over your financial plan and investments. As life changes occur we will adjust your plan accordingly to keep you on track toward your goals.

TRIVE & ENJOY

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