"Chance favors the prepared mind."

- Louis Pasteur

Our Process

As independent advisors, we are your financial advocates for your important financial decisions. Information and education is an infinite part of our process, and communication will ultimately determine the success of our relationship together.

Shaffer Wealth Management delivers a consistent process for clients that we serve. Only through rigorous preparation can we help our clients attain the highest probability of reaching their financial goals.

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  • Data gathering

  • Financial “Stress Test”

  • Budgeting

  • Current cash flow projection

  • Goal and values discussion

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  • Revise and refine analysis

  • Construct and allocate portfolios

  • Create sustainable cash flow solution

  • Design a plan to maintain or reach objectives Implement a spending target or Investment Policy

3 Gears

  • Review goals and objectives

  • Monitor progress toward goals

  • Analyze performance

  • Adjust to financial market environment

  • Examine tax and legal changes

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  • Coordinate with other tax and legal advisors

  • Educate other family members as needed Implement cash flow strategy

  • Consolidate accounts

  • Simplify “Financial House”

  • Provide fee analysis and transparency

Learn More About Shaffer Wealth Management

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