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Financial Planning

Our Approach to Your Plan

Our Managing Partner, David Crossan, has his CERTIFIED FINANCIAL PLANNER™ designation. This certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training, and ethical standards and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow. Together with Managing Partner John Stephens, Shoreline Wealth Management is committed to meeting all of your financial aspirations and goals. Our Financial Planning Process follows the Certified Financial Planning Guideline.

The 7-Step Financial Planning Process: 

  • Understanding our client's personal and financial circumstances
  • Identifying, selecting, and prioritizing goals
  • Analyzing our client's current course of action and potential alternative courses of action
  • Developing the Financial Planning recommendations
  • Presenting the Financial Planning recommendations
  • Implementing the Financial Planning recommendations
  • Monitoring progress and updating

Our team takes time with each client to understand their personal and financial circumstances and their level of knowledge in the investment world. Shoreline Wealth Management is here to serve as our clients' financial anchor and source of stability, providing advice through all of life's changes and challenges.

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