The best time to plan for the future was yesterday. The second best time is today. Our best-fit clients are those who have found some success and are either approaching retirement or currently retired, it's not uncommon for them to have built a portfolio of at least $1 million. The questions below tell us where you are. There is no calendar to wrestle and no obligation.
No account to create. The same things we would ask you on a first call, so the time we spend together is about you, not paperwork.
Your answers come straight to our team and help us understand where you are before we ever get on the phone.
It starts with a simple, no pressure call to get to know us and to see what a financial future with Shope looks like. Our team is happy to meet virtually or in a way that is most convenient for you.
If you would rather read before you reach out, the free Important Numbers 2026 guide has the figures that move every year, on one page. No pressure, and the door stays open.