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About Us

Finance is not merely about making money.At Shah Financial, we help bring clarity to your understanding of the financial world through our financial planning process. We work to prepare you for important decisions that will help grow, preserve, protect and transfer the assets you have worked a lifetime to accumulate

Our History

We provide a holistic approach to your financial position , rather than simply calculating optimal portfolio allocations.

Our Mission Statement

We want to help families achieve Financial well-being, accomplish all their goals, become stress free about money and have a feeling of financial freedom.This is my little way of making a positive difference to the world in my life time.

DO YOU HAVE A FINANCIAL FREEDOM?

Financial freedom means that you get to make life decisions without being overly stressed about the financial impact because you are prepared. You control your finances instead of being controlled by them.

IDENTIFY YOUR GOALS

To begin, we’ll work with you to identify your goals and individual financial circumstances.

We will set Your Financial Goals. Identify your most important short-, medium- and long-term financial goals. Estimate how much each of your goals are likely to cost.

PERSONALIZE PLAN

We will create a personalized plan to help you take charge of your money and achieve your goals.

A financial plan is prepared by listening closely to you and learn what you value. Analyze your current financial situation and prepare a strategy.

MONITOR PROGRESS

The important step of the financial planning process involves monitoring the financial plan’s implementation and progress towards meeting goals and objectives.

To make things easier for you, we’ll use an online Wealth Tracker tool that will show you all of your updated accounts and progress in one convenient, secure place.

REACH SUCCESS

For some, financial success is as simple as owning that beautiful mansion. Others claim that success is the freedom that you achieve with realizing your financial goals.

Our relationship isn’t over after we create a plan; rather it’s just beginning. As you implement your plan, we will serve as your coaches to help you along the way.