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.
Financial “Stress Test”
Current cash flow projection
Goal and values discussion
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
Review goals and objectives
Monitor progress toward goals
Adjust to financial market environment
Examine tax and legal changes
Coordinate with other tax and legal advisors
Educate other family members as needed Implement cash flow strategy