Your Free Financial Assessment

Begin Your Journey To Financial Independence

WHY OFFER THIS FREE FINANCIAL ASSESSMENT?

To help you evaluate the value we provide and make an informed decision about hiring Shore Financial Planning

WHAT IS THE FREE FINANCIAL ASSESSMENT?

A free tax and 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 IS THE FREE FINANCIAL ASSESSMENT FOR?

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

Thumbs up icon
No Cost or Obligation

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

Icon with bar chart
3 Big Answers

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

Clock icon
15-Minute Call

We start your financial assessment with 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 financial 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

The next step in your financial assessment is a Discovery Meeting. During this one hour meeting we will get crystal clear on your financial goals, needs and concerns. Like a doctor, it’s important to diagnose before we prescribe.

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 - Financial analysis in plain English

I will apply my 25+ years of financial planning and tax strategy 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 about hiring me as your financial advisor.

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

  1. Do I like, trust, and respect Shore Financial Planning?
  2. Do the financial 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 based in New Jersey, and serving clients across the US. My fees depend on the complexity and needs of the client and are transparent. Get your personalized financial estimate now.

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

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

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

Schedule your first phone call for the free financial assessment and you will be empowered to make an educated and informed decision about working with Shore Financial Planning and others you may be considering.

Step #1: 15-Minute Financial Assessment

Click Here to Schedule

Is Shore Financial Planning Is Right For Me?

I serve clients from all professions and stages of life, and a large majority of my financial planning 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 certified financial planner and CPA, 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 based in New Jersey. 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 financial 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.

Schedule your first phone call for the free financial assessment and you’ll be ready 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 financial planning 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 a financial 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 financial 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: 15-Minute Financial Assessment

Click Here to Schedule

Fee only financial planning for your peace of mind

You receive attention to all aspects of your financial life.

Ongoing Access: In-office and online financial advisory 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 financial 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 wealth goals, risk tolerance, time horizon, tax considerations, income needs, and any unique needs that you might have.

Our Financial Conversation Includes:

  • 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