At Shelton we have a simple process for learning about our clients needs and matching them with the right plan for their personal situation.

Getting Started

Step 1: Fit Meeting

Are we a good fit for you? Are you a good fit for us? 

We’re passionate about only working with those who could best benefit from our services, we’ll determine during this time whether or not we may be a good fit for one another.

Step 2: Honest Conversation

As we begin discussing your future goals and dreams, we’ll engage in an exercise that can help you pinpoint what it is that matters most to you. This will lay the foundation for our future strategies and solutions.

Step 3: Personalized Plan

We’ll create a guidebook and priority action list that’s designed to address your biggest and most pressing financial concerns. We’ll deliver actionable, measurable goals that we can work together toward achieving.

Choose Your Path

Planning Only

Our team will develop a personalized financial plan and investment strategy, which we will provide customized to your specific situation, goals, and risk tolerance. We will then meet with you quarterly to advise you on implementing that strategy on your own.

Investment Management 

Our team will build on the planning process by working with you to establish investment accounts, transfer assets, and implement investment models based on the investment plan we established with you. You will have access to regular review meetings with your advisor as well as our ongoing educational workshops and programs. 


Our team provides the Investment Management relationship shown above in addition to a very interactive ongoing planning relationship that includes our PAL (Priority Action List) to keep you on track with your goals based on our in-depth Honest Conversation process. Our team will also work with you to develop your personal legacy plan, which gives you confidence that your hard-earned money will ultimately be distributed according to your wishes.

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