Guiding you along your financial journey.
At R.M. Shannon, you will experience a strategic and systematic approach to wealth management. Our processes help clients envision their future and obtain their financial goals.
Becoming a Client
Initial Consultation
Get to know each other, assess a mutual fit, and outline the next steps.
Discovery Meeting
Focus on your concerns, goals, and desires to understand your unique needs and objectives.
Information Gathering + Review
Collect your financial documents to begin portfolio and financial analysis.
Proposal Presentation
Discuss your goals and review our capabilities to address your needs.
Implementation Meeting
Establish your objectives and sign a transparent advisory agreement.
Portfolio Setup
Create Investment Policy Statement, process account transfers, and begin work on your financial priorities.
Ongoing Client Processes
Financial Plan Review + Goal Setting
Assess current plan and implement any modifications to ensure retirement and planning are on track with aspirations and goals.
Investment Strategy
Review Investment Policy Statement, risk tolerance, and portfolio performance metrics.
Tax Planning
Collaborate with CPA to minimize tax implications to minimize taxes both this year and over the long-term.
Insurance Review
Evaluate risk exposures and evaluate all insurance policies.
Estate Plan Review
Review estate plan including wills, trusts, and beneficiaries to ensure they are consistent with your wishes and are appropriate for current tax law.
Credit + Debt Management
Review liabilities and credit facilities to balance leverage and interest expense.