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

Founder @ M1 Performance Group | Mental Performance Coach | Investor | Former Hedgefund PM | Keynote Speaker

Evan Marks is one of the most influential voices in mental performance today, with a rapidly growing audience across all his social platforms and speaking engagements. After 25 years in high-stakes portfolio management and trading, he now coaches athletes, traders, executives, and leaders who operate where pressure is highest.As Founder of M1 Performance Group, Evan blends neuroscience, psychoanalytic principles, and real-world experience to help high achievers think clearer, stay composed, and perform with precision.He is the upcoming TEDx speaker behind What If Your Worst Day Could Change the World? which explores the science of post-traumatic growth. He is also the author of the forthcoming book The Quiet Edge, a groundbreaking look at the mental habits that separate sustained excellence from burnout.Evan’s work is direct, individualized, and built for people who want to perform better, not someday, but now.

Evan Marks

Friday is not about the rush, it’s about living the moment and dancing straight into the weekend
#FridayGrooveBreak

Mental Performance Coach | TEDx and Keynote Speaker | Investor | Former Hedgefund PM | Founder @ M1 Performance Group

Friday energy unlocked when rhythm rules and everyone becomes part of the moment.
#FridayGrooveBreak

Confidence is not built on f*cking affirmations.
It’s built on evidence you can’t fake.

You don’t tell yourself you can handle pressure.
You prove it,
day after day, year after year.

Sports don’t let you lie.
You know when you stayed late.
You know when you showed up early.
You know when you gave everything in training.

Every rep is a receipt.
Every sacrifice is proof.

That’s why trust in yourself is not a pep talk.
It’s a track record.
And you earn it every single day.

If your life was a movie…
What would the audience be screaming at the screen?

It’s f*cking obvious.
Leave the job.
Leave the room.
Make the call.
Have the conversation.

You already know the answer.
You’re just scared of the commitment.
Scared of the fallout.
Scared of the change.

But here’s the truth:

The plot does not move until you act.
And no one claps for the character who stays stuck.

Fake it till you make it? 
Bullsh*t. 

Confidence can not be faked. It does not need convincing. 

So you can shout all your affirmations. 
You can hype yourself up. 
You can repeat the same lines until you believe them. 

But confidence does not come from words. 
It comes from evidence. 

From giving the world proof you are who you claim to be. 
From doing the work when you’re tired, unmotivated, and over it. 

That’s the part people avoid. 
That’s the part that actually builds you. 

Confidence is not built in the mirror. 
It’s built in the moments you follow through.

No better feeling than Friday, when the week fades and the weekend rhythm takes over.
#FridayGrooveBreak

What if it’s not hesitation…
But fear quietly runs every trade you make?

Blocks form in silence.
They build on self-doubt.
They grow when pressure meets uncertainty.

At first, they feel protective.
Then execution drifts.
Soon, performance pays the price.

Motivation won’t fix that. 
Structure will.

Name the pattern.
Interrupt the script.
Reduce the choice.
Execute on the rule. 

If your rules don’t run your trades,
your emotions will.

To read the full blog on mental blocks and your P&L, click: https://lnkd.in/eJ37RZWN

Do you trust your confidence…
or your training?

We talk a lot about high standards, strong teams, and better outcomes.
But none of that holds if the mind behind it is overwhelmed, scattered, or running on fumes.

Thanks to Mamie Kanfer Stewart for inviting me into this conversation on The Modern Manager.
Together we explored what it really takes to build a high‑performing team, the link between mental mastery and leadership reliability, and how high support transforms high expectations from pressure into possibility.

This is not about being your “best self.”
It’s about becoming the kind of leader others can depend on.

👉 Watch the full conversation: https://lnkd.in/e8fG36PJ

Do leaders gain respect through control, or through resilience under fire?

Thanks to John Gafford for inviting me onto Escaping the Drift.

We talked about the emotion that outranks them all, regret, and how unprocessed experiences follow us until we finally face them.

We dug into identity, pressure, and the moment everything collapses enough for you to rebuild it honestly.

👉 Listen here: https://lnkd.in/dHSAhear

The chart did not beat you.
Your nervous system did.

FOMO is not conviction.
It’s regret disguised as urgency.
Loss aversion is not discipline.
It’s fear disguised as patience.

The edge is structure.
Write the rule.
Remove the choice.
Train the response.

If this hits, read the full breakdown on how to diagnose and overcome trading psychology challenges here: https://lnkd.in/d2jGY2Ej

It’s not the weight of success that bends us.

We chase resilience, routines, and hacks.
But the real danger is division, when achievement no longer quiets what we carry inside.

Thanks to Markus Neukom for inviting me into this fireside conversation on Remembering the Forgotten. Together we explored stories of trading floors, burnout, and the turning points that forced me to rebuild. We dug into why coherence matters more than calmness, why regret outranks fear, and how stillness becomes footing when consequences arrive.

This is not about becoming more resilient.
It’s about becoming less divided.

👉 https://lnkd.in/d5rbaKnF

Open video: Ep 47  Coherence Under Consequence  A Conversation with Evan Marks on youtube.com

Ep 47  Coherence Under Consequence  A Conversation with Evan Marks

It’s not tiredness.
It’s cognitive shutdown.

And it’s costing you more than you think.

Mental fatigue hides in silence.
It builds through repetition.
It grows when recovery is ignored.

At first, it feels harmless.
Soon, it clouds decisions.
And eventually, it drains control.

Ignore recovery, and fatigue won’t just steal clarity.
It will steal control.
And control is the only performance you truly own.

Mental fatigue is not weakness. It’s science. Read the full breakdown here: https://lnkd.in/dzgDvjCQ

I came to socials 2 years ago with one goal: true impact at scale. 

This time, I’m addressing "Behavioral Drift" that dangerous gap where the environment changes and your execution subtly follows suit. 

Most traders think they have a strategy problem, but they actually have an output problem when the stakes peak.

I’m showing you how to maintain Execution Integrity regardless of the noise or the numbers.

If you’re tired of being another uncontrolled variable in your system, stay tuned. This one is for you.

Saw this message on LinkedIn today, and it made me stop for a minute.

Impact does not always come in a direct form.
Sometimes it shows up quietly.
But it still shapes how you think, how you lead, and how you show up at work.

I thought about the women who helped build me.

My mom.
She raised three boys and somehow made sure we stayed focused on both school and sports.
That foundation mattered more than I understood at the time.

My wife.
She stood by me through every big decision.
The late nights on Wall Street.
The uncertainty.
Even the moment I took a 99% pay cut to change careers and bet on a different path.

My daughters.
They give me fuel.
They keep me going.
And they keep me humble too.

My coach.
She helped guide me through a career transition that changed my life.

My CMO.
She has been by my side while building M1 and helping bring the vision to life.

The truth is, I did not get here alone.

A lot of the man I am today, and the way I show up professionally, has been shaped by the women around me.

Happy Women’s Day to all the incredible women out there.

Like Beyoncé said, who run the world?

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If you know me, you know I’m always striving for more. 

This time, I’m starting something new that moves past the 'mindset' fluff and into the actual science of high-stakes execution. 

Any guesses?

taplio

The Battle

Patrick Shope

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