Shannon Sottile | Financial Planning Services

Bundled Packages

Helping You Create a Better Future

We put you at the center, which means you'll never feel like just another number. For us, financial planning and advising isn't just about creating wealth; it's working to put you in a situation where you can live life on your terms and build a stronger future for you and your loved ones. As a people-focused firm, we provide a fully integrated and personalized approach to identifying solutions to produce a customized financial plan.

Investments are essential – but they aren’t rocket science! As a key component to your financial plan, it’s important that you actually understand what you are investing in, and why it’s the best choice. Because we plan first and invest second, we’re able to tie the emotions to the math and put together a customized portfolio for each client. We accomplish that by acting as your advocate in the investment marketplace, where we objectively evaluate what’s available, and ensure that we find the best fit for you.

The Six Stages of Our Financial Planning:

Bundle One

You deserve to feel financially secure, and we want to make that happen for you. We believe it’s our responsibility to help you make the most of your income and assets, and to help you make the most of your life.

We take the time to fully understand you and your needs. Then we provide you with the information, advice and alternatives to make appropriate decisions about your financial future.

So, how do we accomplish success together? It's simple, really. Our six-step process has proven to be effective time and time again. See how it works below:

Bundle Two

You deserve to feel financially secure, and we want to make that happen for you. We believe it’s our responsibility to help you make the most of your income and assets, and to help you make the most of your life.

We take the time to fully understand you and your needs. Then we provide you with the information, advice and alternatives to make appropriate decisions about your financial future.

So, how do we accomplish success together? It's simple, really. Our six-step process has proven to be effective time and time again. See how it works below:

Custom Option

You deserve to feel financially secure, and we want to make that happen for you. We believe it’s our responsibility to help you make the most of your income and assets, and to help you make the most of your life.

We take the time to fully understand you and your needs. Then we provide you with the information, advice and alternatives to make appropriate decisions about your financial future.

So, how do we accomplish success together? It's simple, really. Our six-step process has proven to be effective time and time again. See how it works below:

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Investing for Impact: Make a Difference While Pursuing Your Goals

In this ebook, you'll learn the history and key elements of investing for impact. Considering these crucial details will help make sure your portfolio remains aligned with your personal beliefs and goals.