Our Financial Planning Process

Financial Planning

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.

Our Services

ConsultationFinancial ReviewComprehensive Financial Planning
COMPLIMENTARY$750Minimum $5,000/year - Determined by income, assets and complexity of work.
Ideal for the potential client interested in learning more about the services provided by Shore Financial PlanningSpecific answers to 3 burning financial questions via 1-2-3 format: 1 meeting; 2 hours; 3 burning questions (follow review of planing profile & initial consultation)Ongoing financial planning support and assistance. A personal “financial bodyguard” protecting you against threats, debts and the IRS. Enjoy peace of mind ALL your financial needs are covered by a trusted fiduciary
DEPTH OF ANALYSIS: Basic overview of SFP and review of planning profile during a preliminary phone call or in-office meetingDEPTH OF ANALYSIS: Review of Financials with main focus on 3 immediate issues/topics, providing written/actionable recommendations based on your financial situationDEPTH OF ANALYSIS: Ongoing and in-depth financial planning via extensive advisory services.
Some assistance with execution of recommendations and follow-up by Shore Financial PlanningExtensive assistance with execution of recommendations and follow-up by Shore Financial Planning

Affiliations

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