Your Free Financial Assessment

Begin Your Journey To Financial Independence

WHY

I offer this free assessment to help you evaluate the value we provide and make an informed decision about hiring Shore Financial Planning

WHAT

A free tax & financial strategy plan. I will show you step-by-step how you can improve your financial well-being before paying me a single dollar.

WHO

Diligent savers who have accumulated assets of $500,000 or more & High Income Not Rich Yet (H.E.N.R.Y.) Professionals

No Cost or Obligation

I want you to know exactly how I can help BEFORE you pay a single dollar!

3 Big Answers

You will finish with answers to your 3 biggest personal finance questions.

15-Minute Call

The very first step is a 15 minute phone call

Your Free Financial Assessment

Step #1 - Schedule a Call

A 15 minute phone call will give us both a chance to make sure your situation matches my expertise. After all, you wouldn’t see a Cardiologist if you needed foot surgery.

If Shore Financial Planning is not the right financial advisory firm to help you, I will happily point you to the right expert for your unique needs.

Step #2 - Meet via Zoom or in-office

Like a doctor, it’s important to diagnose before we prescribe.

The next step is a Discovery Meeting. During this one hour meeting we will get crystal clear on your financial goals, needs and concerns.

Before this meeting, I will request a few important documents. This detailed information will drive my analysis and result in answers to 3 critical questions.

Step #3 - Analysis in plain English

I will apply 25+ years of experience, decades of Nobel-Prize winning research, and thousands of hours of training to answer 3 critical questions for you:

  1. Are you on-track to reach your long-term goals (retirement, or work optional)?
  2. Can your tax bill be reduced?
  3. Can your investments be improved?

I will explain exactly what you can do to improve your financial situation.

After the meeting, I will ask you to ‘think about it’.

Step #4 - Think About It

I am looking for long-term client relationships, not a quick transaction. It’s important that you take as much time as you need to make a decision.

To help you make a smart decision, answer these questions:

  1. Do I like, trust, and respect Shore Financial Planning?
  2. Do the benefits outweigh the costs?
  3. Do I understand and agree with their investment approach?
  4. Do their financial planning recommendations make sense?

There is NEVER a hard-sell or pressure to say yes.

Shore Financial Planning is a fee-only (commission-free) financial planning firm. My fees depend on the complexity and needs of the client and are transparent. GET YOUR PERSONALIZED ESTIMATE NOW.

Some financial advisors are commission-based, which may cause fees to be hidden or create conflicts of interest. Not Shore Financial Planning.

You deserve objective advice without any hidden fees! If you hire a financial advisor make sure they are FEE-ONLY.

One transparent fee includes the tax planning & tax preparation, management of all your investment accounts + ongoing retirement and financial planning.

My goal is to lower your taxes, reduce risk, and help you achieve financial independence.

Scheduling your first phone call and going through the FREE FINANCIAL ASSESSMENT Process will help you make an educated and informed decision about working with Shore Financial Planning and others you may be considering.

Step #1: Schedule 15-Minute Phone Call

Click Here to Schedule

How Do I Know If I’m a Good Fit?

I serve clients from all professions and stages of life, but a large majority of my clients are physicians and medical professionals.

 

Whether you are just starting out and struggling with student loan debt or whether you’re a high earner looking to have your taxes, portfolio and financial life managed by a qualified professional, I can help.

Busy professionals who want to reduce taxes, avoid costly financial mistakes, convert high income into wealth and work with a REAL FINANCIAL ADVISOR (I will NEVER try to sell you anything)

Diligent savers who have accumulated assets of $500,000 or more & High Income Not Rich Yet (H.E.N.R.Y.) Professionals.

People who want to delegate all tax planning, tax preparation, retirement planning and investment management to an expert so they can spend time on things that matter most to them.

Still Have Questions? Keep Reading…

Shore Financial Planning is a fee-only (commission-free) financial planning firm. My fees depend on the complexity and needs of the client and are a transparent.

Some financial advisors are commission-based, which may cause fees to be hidden or create conflicts of interest. Not Shore Financial Planning.

GET YOUR PERSONALIZED ESTIMATE NOW

One transparent fee includes the tax planning & tax preparation, management of all your investment accounts + ongoing retirement and financial planning. My goal is to lower your taxes, reduce risk, and help you achieve financial independence.

Scheduling your first phone call and going through the FREE FINANCIAL ASSESSMENT Process will help you make an educated and informed decision about working with Shore Financial Planning and others you may be considering.

There are three really important things about my firm that separate us from others:

  1. FEE-ONLY – NO Financial Product Sales, NO Commissions!, NO Fine Print!
  2. FIDUCIARY – Legally obligated to do what’s in YOUR BEST INTEREST
  3. INDEPENDENT – NO Corporate Sales Scripts. Freedom to create the best Tax, Financial and Investment strategies for you to achieve your goals.

Great question! But first, let me explain why you shouldn’t hire us.

If you’re looking for an advisor who will trade stocks to “beat the market,” you’re in the wrong place. Why? Because we only focus on what you can control. Predicting if the stock market will go up or down, or guessing what interest rates will do next, are not things you can control.

But if you’re interested in things like lowering your tax bill, investing smarter, and creating a retirement income stream, you’re in the right place.

However, we are a good fit if you want an advisor who:

  1. You trust
  2. Understands your unique situation
  3. Has the expertise to help manage and optimize all aspects of your financial life

Any good partnership starts with trust. This is why instead of just telling you how I can help, I prefer to show you how we can help and what it would look like to work together before you ever pay us a dollar. There are no surprises from our first conversation through the duration of working together.

I simplify your life. I don’t just offer suggestions and then have you implement them by yourself. I am with you every step of the way

Step #1: Schedule 15-Minute Phone Call

Click Here to Schedule

SERENTIY NOW

ONGOING TAX & FINANCIAL PLANNING

Peace of mind comes from attention to all aspects of your financial life.

Ongoing Access: In-Office & online meetings, emails and calls for accountability and to address changes along the way.

Concierge-Style Service: I understand that life doesn’t just happen between 9-5, so I am here to offer advice when you need it. That means if something comes up and you need an answer on a Thursday evening, or a Saturday morning, I am not only available to talk, I encourage you to be in touch.

Partnered with a CPA & CFP®: Professional, friendly and encouraging advice that is always in your best interest. Your personal Chief Financial Officer (CFO).

Investment Advice: Before we invest funds on your behalf, we will review your goals, risk tolerance, time horizon, tax considerations, income needs, and any unique needs that you might have.

What We’ll Talk About
  • Retirement Savings and Strategies (the best account(s) for your situation and amounts to contribute)
  • Investment allocation and your risk tolerance (i.e. how much fluctuation you can stomach in your account balances)
  • Life Stages: Retirement, starting a business, growing your family, buying a home
  • Tax planning (i.e. how do we save you money)
  • Education and College Savings
  • Goal Prioritization and Funding
  • Cash Flow and Spending Management
  • Debt Repayment (Credit Cards, Student Loans, etc.)
  • Company Benefits Maximization: Insurance, HSAs, FSAs
  • Stock Options, Employee Stock Purchase Plans, Restricted Stock Units
  • Estate planning & Insurance needs
  • Rental Property Analysis
  • Career Coaching: Career Changes, Salary Negotiations, Career Management
  • Entrepreneur / Small Business planning: Retirement planning, business structure, tax planning, cash flow management

Your comprehensive financial plan will ensure that you have a complete understanding of your financial picture and a strategy for how to get from where you are to the financial freedom you dream of.

AFFILIATIONS