Shope + Associates, LLC

Helping retirees and near-retirees develop a well-thought-out plan that gives them the confidence to make work optional and live a life of freedom. We do this by helping you manage your assets according to your purpose and values, minimize your lifetime taxes, and generate consistent income. It doesn't end there, though. We continually monitor your plan and meet with you on a regular basis to ensure your needs are met. We keep the process simple and our pricing straightforward, just like it should be.

Managing Partner | Fee-Only Financial Advisor

Shope & Company, Inc.

Operated a private wealth management firm committed to working comprehensively with client's wealth management plans. Responsible for creating investment, financial and estate planning strategies that work together to expand, manage and distribute wealth. Maintained a strong reputation for portfolio management, designing tax and estate planning concepts and strategies to meet and exceed objectives and provide implementation so the family's goals are realized.

Financial Planner | Owner

Sigma Financial Corporation

Sigma Financial Corporation is a comprehensive financial services firm committed to helping clients improve their long-term financial success. Their customized programs are designed to help manage our clients’ wealth by delivering an unprecedented level of personalized service.

Independent Broker Dealer, No Proprietary Products, 9-Time Winner of Investment Advisor BD of the Year, 3-time Winner of REP. Magazines Broker Dealer Report Card

Certified Wealth Strategist® | Financial Planner

Hantz Financial Services, Inc.

At Hantz Financial, in addition to maintaining a financial planning practice, I served in numerous capacities in the growth of the organization.  My responsibilities included:

- Training and developing first-year advisors in the Greater Detroit Region.
- Assisted the Advanced Planning Team, which was focused on solving the issues of High-Net worth clients, in the development of case studies and comprehensive financial plans.
- Helped in the growth and transition of a group of recruited advisors in Northeastern Ohio.
- Worked with advisors between Mid-Michigan and Southern Ohio to reinforce the importance of integrating estate planning into the overall financial planning process for the firm’s clients.

Financial Consultant | Co-Founder

Lennington & Associates, PLLC

Responsible for the implementation of systems and strategies to ensure clients of Hantz Financial addressed their estate planning issues and concerns.  This involved developing a process by which each financial plan included a comprehensive review by an estate planning attorney from Lennington & Associates.

Director of Business Development

American Express Financial Advisors

Served as a paraplanner for a group of experienced financial advisors.  I was responsible for numerous administrative tasks and functions enabling the practice to operate efficiently and effectively.

Paraplanner

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

Today’s Coach

I help purpose-driven business professionals get the clarity and agency they need to succeed personally and professionally, through neuroscientifically-proven techniques, tools and exercises.

I help clients boost their self-awareness and confidence so that they can sustain their desired behavioural changes,  leading them to their desired goals.

I help you know better, AND do better. 

Common challenges we address: self-doubt, perfectionism, imposter syndrome, procrastination, disengagement, burnout, and loneliness/isolation.

1-on-1 Coaching.
Group Training (virtual & in-person)
Keynotes.
Workshop facilitation.

Contact me to learn more.

Mindset and Performance Coach

Playdates for Professionals

In-person and virtual events for remote professionals looking to improve their mindfulness, creativity and connection.

Founder

Elite High Performance

I coach leaders and entrepreneurs on leadership strategy and mental performance.

I empower leaders and entrepreneurs to enhance their own mental performance through 1-on-1 coaching, group training programs, workshops and keynotes aimed at relevant topics, including: self-awareness, emotional intelligence, imposter syndrome, perfectionism, conflict management, state management, trust-building.

Leadership Mindset Coach

Coach Life 2.0

Podcast Host

Hockey Canada

Video Coach

Ryerson University

Women's Hockey Coach

Hit the Ice Season 7

Assistant Coach- Reality TV

Grindstone Hockey

Create and implement customized skill development programs for hockey organizations internationally. 
Specialize in puck protection and battling tactics.

Owner and Operator

Mad Science of Toronto

Science Teacher

PEAC School for Elite Athletes

Provide daily on-ice instruction for students. Plan and execute the power skating, conditioning and defensive strategies for the program. Organize team building activities and extracurricular events.

Hockey Program Coordinator

Your Personal Brain Trainer 🏋️🧠 | Mindset Coaching for Purpose-Driven High Performers | 17+ Years Coaching | +3200 Clients Helped | Improv Lover 🎭 | Sports Enthusiast🏒 | Recreational Musician 🎸🎵

Overwhelming stress.
Constant distractions. 
A barrage of uncertainties. 

Sound familiar? 

So many of us are struggling every damn day to 
manage our emotions
effectively adapt to change and
maintain focus in high-pressure situations.

The result? 

Frustration
Burnout
Stagnation

Both personally and professionally. 
Over and over again. 
Like a cycle we just can't seem to break. 

That's where I come in. 

For the past 17 years, I’ve dedicated my career to helping individuals improve their mental performance and conquer the challenges that hold them back. 

Just like a physical fitness trainer helps you build strength, endurance, and resilience, 
I help you build your mental strength, endurance and resilience through practical exercises and tools. 

As a result, you become better equipped to:

Manage stress and emotions more effectively 
Adapt to change and overcome adversity 
Maintain focus and concentration 
Think critically and solve problems 
Cultivate positive thoughts and attitudes 
Build and maintain healthy relationships 
Set and achieve personal goals

The way forward is not to AVOID stress, 
it's to learn how to navigate through it. 

The way forward is not to AVOID distraction, it's to learn how to hold ourselves accountable to our priorities. 

The way forward is not to AVOID uncertainty, it's to stay meaningfully connected to what we can control.

We need to ACT our way into a new way of thinking. 

AND

We often need a helping hand (especially in the early stages) to do that. 

Mental fitness, like physical fitness, isn't a nice to have, it's a necessity.
Your life, your loved ones, and your livelihood depend on it. 

If you're ready to improve your mental strength (and have some FUN in the process) 
send me a DM and let's chat!

*Testimonials in featured section*

taplio

The Battle

Patrick Shope

Margaret Jennings

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