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Shari Reffsin

My Process

Over my many years in the business, I’ve witnessed how much stress the unknown future can cause. Without a solid, yet flexible plan, it can be difficult to pursue your goals. My role as a financial planner is to help you identify realistic financial objectives and develop a holistic plan designed to guide you toward your dreams.

Often, people don’t have a financial plan because they don’t know where to start or don’t feel comfortable sharing something as personal as their finances with a stranger. My goal is to provide a comfortable environment and gain your trust as an honest financial partner. I work closely with you, utilizing a thorough planning process that begins with identifying all elements of your financial picture, from your savings and monthly bills to your immediate and future goals.

Once I thoroughly understand your concerns, fears, and goals, I develop comprehensive financial strategies that incorporate these many elements, understanding that not all objectives can always be achieved simultaneously. It is a process that can be enhanced periodically through a financial review process designed to help you stay on track, addressing your transitions along the way.