Broker Check

Our Process

Your journey with us will be a simple six-step process

Does your planning reflect your intentions?

"If we only address one element of your financial life, we will fail to serve you completely. That is what makes our financial planning process stand out from the rest."

The PareShah Partners assessment provides an unbiased review of how well your current planning serves you today and how well it will hold up in the years to come. It is a ‘quick check-up’ that evaluates six critically important areas of planning and the assessment measures how well your current planning aligns with your personal goals. Based on the findings, PareShah Partners LLC founder, Paresh Shah, will provide up to three observations and recommendations to improve your position for each of the areas assessed.