At Shoreline Planning Partners, we understand that financial decisions come with important questions. That’s why we have compiled a list of frequent questions to help provide clear answers about our approach, services, fees, and what it’s like to work together. If you don’t see your question here, just reach out. Your financial confidence is our top priority.
At Shoreline Planning Partners, a financial advisor is more than just a guide – it’s an experienced partner, helping you navigate life’s financial decisions. Our role is to help you identify your primary goals and apply a personalized strategy, with the right tools and resources, to help you work toward them. Whether you’re focused on retirement planning, investing, estate planning, or building a legacy, we provide ongoing guidance and support as your life and financial needs evolve.
At Shoreline Planning Partners, what sets us apart is our unwavering commitment to
putting your interests first. With LPL Financial’s comprehensive support and resources, we’re empowered to deliver highly personalized advice with independence and authenticity – free from corporate agendas or one – size – fits – all solutions. We take the time to understand your unique goals, values, and circumstances, and tailor every strategy accordingly. Our approach is built on integrity, transparency, and a deep sense of responsibility to help you navigate life’s financial decisions.
We do not require a minimum, only a desire to create
a tailored financial plan to help you work toward your goals.
Our planning process begins with a conversation focused to understand your goals, values, and vision for your financial future. From there we will have a discovery meeting to explore the details of your current financial situation and create an Investment Policy Statement – your personalized plan. Once finalized, we implement it and follow up 45 days later to ensure everything is running smoothly.
Ongoing progress meetings will be held to help you keep on track. In the event you need advanced planning, we will work with the other professionals in your financial life to address every aspect of your financial life with tailored strategies and
recommendations.
No matter what stage of life you are in, your dreams are important to us. I want to help you pursue your dreams with simplicity and clarity.
Communication is tailored based on client preference, as well as the different financial milestones you may experience throughout the year.
You’ll work with a dedicated financial advisor who takes the time to listen, explain your options, and walk with you through life’s transitions. We are here as your experienced partner, providing honest guidance, ongoing support, and the expertise you need.
Financial planning is an ongoing journey, not a one-time event. As your life evolves, we’ll adjust your plan to keep you on track. Ready to get started? Contact Shoreline Planning Partners today to schedule your complimentary consultation and discover your confidence.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
April Bates offers advisory services offered through LPL Financial, a registered investment advisor and separate entity from Shoreline Planning Partners, LLC.
