Solutions for Professionals: Overcome the unique circumstances you face when planning for the future.

Are you a busy professional with a lot on your plate, leaving you little time to plan for your financial future?

Running a business can be all-consuming, leaving little time to plan for your financial future and your family’s security. I can help you make sure that your personal finances are in order and that you’re able to reap the financial benefits and tax advantages that ownership may afford. I work as your personal CFO so that you can focus on what you do best — maximizing business opportunities and enjoying your life.


I understand your complex needs. Shore Financial Planning can help provide security for your family and help you grow your personal wealth.


Top Questions Busy Professionals Ask Me

  • Can you keep me informed of my planning opportunities and various financial strategies because I don’t have time to research them
  • Are there ways to pay less on my tax bill?
  • What strategies should I consider to protect myself when I have a concentration in my employer’s stock?
  • My house is one of my largest assets. How should I think of it differently in retirement?
  • I still have a lot of creative energy in me. What will the next phase of my career look like?
  • My spouse would like me to set up a contingency plan should something unforeseen happen to me. What do I need to put in place and how much will it cost?
  • As new questions and situations arise, who can I rely on for advice?
  • Based on my career experience, am I maximizing my opportunities?

Benefits of Having Us as Your Trusted Advisor

  • Insight and prioritization of your personal goals and aspirations
  • A written plan outlining the steps required to meet your short- and long-term financial goals
  • Increased ability to focus on your career
  • Protection for your family in the event that something unforeseen happens
  • More free time and reduced financial stress
  • Lower taxes and improved cash flow
  • Maximizing your investments at your desired level of risk
  • Coordination with your other professional advisors, including accountants, attorneys, and bankers

    Start Building Your Future

    Our goal is to partner with you to clarify your goals, develop a plan, and guide you to continued success. We believe our best work is done for clients when we work together on an ongoing basis.