Shannon Hull joined Forum Financial Management in 2020. Her role is Client Service Associate – Technology Support. Prior to joining Forum, Shannon was an investment advisory specialist for World Equity Group. She also served as a portfolio administrator for Balasa Dinverno Foltz, and she worked in marketing and performance reporting at Advisory Research Inc. Before transitioning to finance, Shannon was a legal secretary for Vedder Price.
With 19 years of experience in the financial services industry, Shannon is skilled in managing and processing account opening, servicing, billing and client reporting. In addition, she has experience in trading and portfolio rebalancing.
Shannon studied finance at Roosevelt University in Schaumburg, Illinois. She holds a Financial Paraplanner Qualified Professional Certification from the College for Financial Planning.
Shannon lives in Arlington Heights, Illinois with her husband and two daughters and enjoys spending time watching them play softball and basketball.
A PERSONAL APPROACH
Tell Us About Your Financial Life and Aspirations
Your experience begins with an initial meeting to identify your financial vision for the future and risk tolerance levels. We review our investment philosophy and approach with you so that you fully understand each milestone of our process and how our relationship will evolve over time.
Discuss Topics Crucial to Your Financial Success
Over the course of the next few meetings, the content and breadth of each meeting is defined by your personal needs. We can review your estate planning and risk management needs, discuss retirement accumulation or distribution planning, evaluate educational funding needs, review your tax situation, and go over any other items crucial to your financial success.
Develop a Strategic Plan Unique to You
Once you select an allocation, we put together a strategic implementation plan that will coordinate investment of your portfolio between qualified (tax-advantaged) assets and non-qualified assets in order to maximize tax efficiency. The topics we address during our time with you vary depending on your unique needs and situation.
Putting Your Plan Into Action
We establish your Forum account based on the portfolio allocation we discussed and what we learned about your risk tolerance and financial goals. With your new Forum account now in place, you will have the opportunity to access your Forum Client Portal for the first time and connect with members of the Forum Client Service team.
Review Goals and Plans When Your Life Changes
You will receive reporting that will clearly show your performance net of all fees and compared to applicable market indexes. Additionally your assets are held at a reputable third-party custodian that furnishes independent monthly reports so you can feel confident about the safe handling of your money.