Our Financial Planning Process
Fee-Only, Holistic Advice Leads To Better Financial Decisions and Fewer Worries
Shore Financial Planning offers comprehensive, fee-only financial advice. Fee-only means we provide advice for a fee. We do not receive any other form of compensation. we do not sell products, earn commissions, have quotas or receive kickbacks like some other financial advisors. As a member of the Alliance of Comprehensive Planners (ACP), the community of tax-focused financial planners that operate under the retainer model, you can be assured that my financial planning method has been tried, tested, and refined for over 20 years. Our system of planning addresses the real-life needs of people just like you.