If you feel overwhelmed when it comes to decisions around your money, I’m ready to help.
I’m Sue Danson, a Certified Financial Planner™ and the founder of New Shore Financial. I specialize in helping professional women like you take control of your money, especially during financial transition.
Why Work with Me?
I’m an independent, fee-only financial advisor. Because I’m also a fiduciary, I guide you in making financial decisions that are only in your best interest, not mine. Being independent also means I do not sell any product or receive commissions for products or investments I use. I do not get paid by anyone but you.
When working together, we’ll discuss your goals and analyze your current financial situation. I will create a comprehensive financial plan that takes a look at all areas of your financial life. From there, we’ll establish planning and investment strategies that address your specific needs and we will work together on an ongoing basis to implement changes and recommendations I make.
Additionally, I offer the option of VIRTUAL PLANNING SERVICES to all my clients, because I understand fitting in “one more thing” is not easy. Whether it’s from your office computer or the comfort of your home (sweatpants encouraged), we can accomplish everything we need to. You owe this to yourself to make your finances a priority and my goal is to make it as easy for you as I can.
I want you to know that when you work with me, you’re working with someone you can trust to be honest with you and answer all of your questions in a way you will understand. I’m here to give you confidence in your financial decisions. Consider me your partner in personal finance.
Knowledge + Control + Action = Financial Empowerment
Our plans for how life is supposed to be can get thrown a bit off course and we find ourselves in uncharted waters. That doesn’t necessarily mean something bad has happened, but it means your life is moving in a new direction, possibly a direction you had not planned for. And with life change comes new financial choices you never had to think about before. That’s exactly where I come in and why New Shore exists. I want to help you create a new plan to propel your financial life forward.
- Career Change
- Job Loss
- Re-entering the Workforce
- Deciding to Work or Not Outside the Home
- Handling Financial and Health Matters for Aging Family Members
- New Marriage
- Death of a Spouse
Areas of Focus
- Cash Flow Analysis
- Investment Management
- Retirement Planning
- Savings Strategies
- Risk/Insurance Needs Analysis
- Employee Benefits
- Tax Diversification and Mitigation
- Charitable Giving
- Estate Planning Analysis
- Long Term Care Planning
New Shore Financial is paid via a percentage of assets under management and/or through a fixed or ongoing financial planning project fee, based on the complexity of your situation. I receive no commissions or referral fees for investment choices I use or recommendations that I make. This allows me to focus on your most pressing goals and ensure I am providing unbiased advice.
Fees and services will be discussed in further detail on the introductory call.
Please see a summary of my Fee Schedule here.
Ready to Talk?
I started New Shore to help women like you who want to be in a better place regarding their finances– so if that’s who you are, you are in the right place. I want to help you navigate to your new shore of possibilities.
We’ll start with a brief call to discuss your needs and my services to ensure we’re a good fit. The link below will help you get that call scheduled.