Welcome to New Shore Financial. I’m Sue Danson — and I’m not your parents’ financial advisor.

I partner with professional women like you, who are too busy to tune into everything. I help you get your finances organized and start to think about what you want your money to do for you, and then make a plan as to how you are going to get there.

I work with female professionals in the greater Boston and Providence RI areas and virtually with women everywhere, serving clients across all 50 states.

I help you understand any unique considerations for your situation, providing clarity and confidence around your financial decisions.

  • Career Change
  • Job Loss
  • Promotion
  • Re-entering the Workforce
  • Deciding whether or not to work outside the Home
  • Handling Financial and Health Matters for Aging Family Members
  • Inheritance
  • Divorce
  • New Marriage
  • When to Retire
  • Death of a Spouse

As women, contending with life change is par for the course. And with big life change comes big, life-changing decisions — the kind you shouldn’t have to make alone. Allow me to help you make financially powerful choices with confidence.

Dealing with money can be overwhelming, but there’s no better time than now. There’s no magic moment when you’re suddenly not busy or it becomes convenient. When you make the choice to partner with me, I commit to helping you gain clarity and control over your financial life.

Latest blog post

  • Inherited IRA Distribution Rules Will Make Your Head Spin
    There has been some confusion in both the financial planning and tax worlds recently regarding the “new rules” around inherited IRA distributions. Congress was clear as mud when they decided to change all the rules in 2020. You see before 2020, if you inherited an IRA, the rules were pretty straightforward, whether you were the… Read on…