Known for our empathy-driven approach, the Shapiro Team prioritizes listening more, and talking less — focusing on creating a welcoming atmosphere in our office, so clients can feel like they’re at home. Our team-oriented financial planning process is illuminated by our passion around educating on financial literacy. We strive to help our clients understand the “why” behind our approach, so they can provide helpful guidance and input as we design their plans. With our dedication to holistic planning, we strive to have a deep knowledge of each client and their individual values, to create strategies crafted for every aspect of their financial journey.