Our Process
Vision & Goals
Implementation & Review

Our Financial Planning Process

Our Process Works for You

Every aspect of our financial planning services is designed to help you build a better financial future. At The Shobe Financial Group, we put our more than 150 years of collective experience to use in pursuit of your unique financial objectives. Our team of seven Certified Financial Planner™ practitioners along with our seasoned client service professionals help individuals and their families devise a path according to a specific, intentional set of steps. Guided by our processes, our advisors offer you an extensive menu of services that are specific to your needs.

Explore Our Process

Vision & Goals

Let’s Learn About Your Goals for Your Financial Future.

Because we believe that building relationships is paramount to building a plan to your financial future, we begin by learning about you, your family, and/or your business. This means an in-depth understanding of your goals and the challenges you face.

We start this process by asking four key questions:
  • What are your dreams and goals?
  • How are you going to reach those objectives?
  • Where are you on your journey to realizing those dreams?
  • Does your current financial plan reflect your vision?

Your answers help us move forward to the next step in the process.


We’ll Identify How We Can Add Value to Your Life.

Through discovery, our experienced professionals identify areas where financial planning services can help you pursue your financial ambitions. Once we understand your vision and goals, we match your goals, interests and values with our expertise and in-depth resources. In this step we dig deeper to pinpoint opportunities to pursue your financial milestones and start to develop a map to get you there.


Form a Plan of Action.

With an understanding of your goals and your current financial circumstances, our advisors will identify areas of opportunity to pursue, and areas of weakness to plan around. With this information, recommendations are made. The tailored recommendations will include strategies, structures, procedures and products to enhance your position.


Identify and Take Advantage of New Opportunities

In this phase of our process, we build a tailored strategy to pursue your financial goals. The result is a financial plan complete with recommendations and a summary of actions. We will meet with you to review the full plan with you, answer questions and determine next steps.
Beyond providing recommendations, we proactively work with you to help you, track your progress and adjust your plan to meet changes or challenges.  We continue to be a resource to help you navigate any changes in your life and ensure that your plan continues to reflect your needs.

Implementation & Review

Manage and Measure Progress

Once we confirmed the path, we set the plan in motion. We work together to review and revise your plan on a regular basis as your goals and circumstances change. Your plan to your goals is evergreen.

Your advisors proactively guide and assist you, providing additional resources where needed.  

Additionally, we provide tools to help you. 

We will create a Financial GamePlanTM that summarizes your goals and plan to guide you on the path to pursue your desired future. The professionals at The Shobe Financial Group provide you with this custom, ongoing agenda of topics, timelines, and action items — all in pursuit of your goals.

The Shobe Financial Group’s Retirement Equalization Strategy™ (referenced as REStTM), for example, helps you make decisions that work for your life while on the path to your personal goals. Our advisors consider what you need to meet your retirement lifestyle goals, analyze your personal investment and savings approach and establish a long-term strategy to get you where you want to go.

Get In Touch

Simply call or complete the form to schedule a meeting so we can get to know each other. 
Phone number
(225) 763-7010
Fax number
(225) 763-7040
8280 YMCA Plaza Drive
Building 4
Baton Rouge, LA 70810
Fill out my online form.

Sign up for our newsletter

Get news and financial information.

FINRA's BrokerCheck Form CRS - ADV Part 3