Road Map

1

Discovery Meeting
Our initial meeting is all about getting to know you and your goals. We’ll assess whether Shelton Advisory can help you achieve what you’re aiming for and discuss how we can best support your financial journey.

2

Fact Finding Meeting
In this meeting, we dive into your current financial situation and assess your assets, liabilities, and risk profile to understand where you stand. This helps us tailor advice specific to your needs.

3

Delivery of Advice
Once we’ve gathered all the information, we’ll present a comprehensive advice document outlining the strategies to help you reach your goals. This document provides a clear path forward, guiding your financial decisions.

4

Implementation
With your approval, we take action to put the recommended strategies into place. Our team will ensure everything is set up correctly to work toward achieving your desired financial outcomes.

5

Ongoing Review
We’ll continue to monitor and review your plan to ensure it’s staying on track. As your life and financial needs change, we’ll adjust your strategy to keep it aligned with your goals.