Contact Us for a No-Obligation Introductory Meeting
Engaging a financial advisor is a big decision. In addition to trust, the advisor you hire should share your values and understand your concerns. Therefore, we feel the best way to start is with a face-to-face meeting. Please contact us to schedule a no-obligation introductory meeting.
In preparation for your meeting with Shoreline Financial Advisors, below is a link to the CFP Let's Make a Plan website, an independent organization. There you will find a list of 10 questions to ask a financial advisor. Importantly, you will find that these questions may help you focus on what is important in a financial advisory relationship. Indeed, these are 10 good questions to ask any financial advisor, including your current advisor.