Certified Wealth Strategist® (CWS®) | Helping those 50+ learn how to retire confidently, reduce taxes, and generate consistent income to become financially independent.

If, after reading through the short description of who I typically serve and how I work, you find that we may work well together, feel free to contact me via phone or email for a complimentary, no-obligation initial consultation.

I have been fortunate to work with an outstanding group of committed clients for many years.  While each client holds their own values and visions unique to them, a few commonalities may help you determine if you would also benefit from my services.

- Most clients are either retired or within 10 years of retirement.

- My clients place a high value on financial planning and less emphasis on taking high risks trying to generate maximum return.

- My clients are long-term investors, comfortable with a custom asset management plan based on their risk tolerance, time horizon, goals, and income needs - not day-trading. 
 
- Most clients believe that their wealth is very important to them but no more important than family, faith, health, and community.

I am a Fee-Only financial advisor who takes great pride in acting on behalf of my clients. This means I have a responsibility to put my clients' interests well before my own in all recommendations.

At the core of our relationship is a custom financial plan geared toward life events such as retirement, wealth transfer, business succession, and asset protection.

Communication is key.  In addition to regular phone calls and emails, we will establish regular face-to-face meetings, typically 2-4 times per year.  Regular contact ensures a much higher probability of finding true meaning and success in your wealth.

If you have found you’d like to have a conversation about working together, I’d be happy to dedicate an hour to getting to know you better, discussing your intentions, and determining if I can provide value to you and your situation. 

To set up an initial meeting, contact me at pshope@shopeandassociates.com or by phone at (734) 479-1400.

Patrick Shope

Executive Coach | Mindfulness teacher | General Counsel (ex BigLaw, ex Fortune 100) | Outdoor enthusiast

Values driven leaders and high achievers turn to me for the hidden dynamics that make or break careers. Most come to me for one of three reasons:

✨ They’re facing huge change and uncertainty and want someone in their corner who understands.

✨ They don’t know what they want and are looking for clarity about their next steps.

✨ They’re ready to create more meaningful impact.

Beneath each of these challenges are the same hidden dynamics, the patterns that leave people feeling like they’ve lost the map, unable to see what’s really driving their choices or holding them back.

Maybe you’ve been putting off reaching out to a coach. I did the same. Self-sufficiency works… until it doesn’t. (If I’m honest, it cost me professionally. Years.)

Maybe you’re not even sure coaching would help. Or hardest of all, like many of my clients, you’re not sure what you want anymore, and you’re starting to wonder if you ever really did.

As a certified coach (ICF-ACC, CPCC, NARM), mindfulness teacher, and with my background in psychology and law (I am still also a General Counsel), I help clients rewire their brain and nervous system, align with their values and who they are becoming, and build the self-awareness to not only recognize but confidently overcome or use the hidden dynamics to intentionally shape their lives and careers.

I offer private coaching, practical tools and group classes.

Book a call: tidycal.com/alanatart

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The Battle

Patrick Shope

Alana Tart

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