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Our Process

What to Expect When You Work With Us

Learn exactly what happens during our four-step planning process

At Shea Financial Services, our four-step process is designed to understand your goals, figure out how best to accomplish them, and partner with you to help make those goals a reality. We know there are a lot of uncertainties around retirement, so we want to share how our entire four-step process works, from the minute you pick up the phone and call us at (440) 897- 9828.

Your first meeting with Shea Financial Services is always complimentary. If you want to receive a formal written retirement plan after that first meeting, it costs $500. If you need help implementing the plan, you can discuss working with Shea Financial Services on an ongoing basis. At all times, you'll always receive all information on details and costs upfront, so you can make the best decision for your family.

Here is what happens during each step.

1. Meet and get to know each other.

When you call us, we take down some contact information, then set a date and time for our first meeting.

During this meeting, we learn about you, your family and your needs. This meeting is best in person, so everyone gets to know one another. (Other meetings may be conducted by web conference, smartphone, etc.)

We don't get into any of your nitty gritty financial details during this meeting. It's a friendly chat that helps us understand where you are today, how you got there and where you want to be in the future. That helps us start building a plan that is designed to deliver meaningful results.

After we get to know you better, we explain more about our entire process and how it might help you. We outline everything you need to know, including cost and timelines. You come away from this first meeting with all the information you need to decide if you'd like to proceed with the process.

This meeting is complimentary. If you want to move forward with creating a retirement plan, you would commit to the $500 cost of that plan after this meeting.

2. Dive into the details.

If you want to move forward with creating a retirement plan, we conduct a second and third meeting with you.

In our second meeting, we use powerful tools to leave no stone unturned when it comes to spending, investments, insurance and any other financial details that impact your retirement goals. The process is easy since our tool automatically pulls in all of your relevant financial details. All of this information is displayed in one place that's accessible with a single secure username and password, so you don't have to remember a lot of login details.

3. Decide on a path.

With your financial goals at the ready, we spend this meeting talking through where you stand in relation to your goals. We offer advice on strengths, weaknesses and areas for improvement. Then, we recommend solutions to help start achieving your retirement goals.

You'll come away from this meeting with bite-sized action steps that are easy to follow. You'll also have recommendations on financial services and products that can help you achieve your goals.

Because we're fully independent, we're not limited to offerings from one company, so you have many different tools to achieve your goals across retirement planning, investments and insurance.

After the meeting is done, we create your retirement plan based on our conversations.

If you decide not to work with Shea Financial Services moving forward, we send you the plan in digital and print formats, depending on your communication preferences. The information it contains is designed to be simple, actionable and effective, based on the conversations we've had about your goals.

If you decide to partner with us to implement your plan over time, you'll receive your plan during a fourth meeting, where we get to work putting it in motion.

4. Put your plan in motion.

In this final step, Shea Financial Services helps you start to put your plan in motion. We help you set up all the specific investments to align with your that your retirement goals.

Once that is done, we work with you ongoing to manage these investments, monitor your progress and make necessary updates to the plan over time.

We also prefer to meet with you at least on an annual basis to reaffirm your goals, make sure you're on track and help you take advantage of opportunities that arise.

The result? A complete plan for a more confident retirement.

How to Get Started

With Shea Financial Services, you always work directly with someone whose name is on the building. In fact, we are selective about our clients, because we want to ensure our family can give the most attention possible to your family.

Interested in becoming part of the Shea family? Answer a couple of quick questions if any of these sound like you:

1. You're getting ready to retire: You're saving and investing to retire, and ready to figure out where you stand and how to get to the retirement you envision.

2. You're making retirement decisions now: You need advice on how to create the retirement you want.

3. You know you can retire, but you're too busy to handle the details: You have the means to retire, but you don't have the time to plan everything out.

If any of these describe you, give us a call at (440) 897-9828. We'd love to discuss how we can help you retire with confidence.

If you’d like to learn how you can retire with confidence