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Our Mission

How We Work

Shore Group Advisors help our clients with a planning first approach, ideally to help you reach your goals with as little risk as possible while being fee conscious.

As a CERTIFIED FINANCIAL PLANNER™, I have met rigorous education, training and ethical standards, and am committed to serving our clients' best interests today to prepare them for a more secure tomorrow.

We start with a discovery call, so that we can get to know each other better, see it as an interview - where you can bring your questions about Shore Group Advisors, about our process and costs. While we will bring our questions about your current life situation, what you are looking for in an advisor and how you would like us to help.

The primary goal with this call is to understand if Shore Group Advisors could genuinely help and add value while understanding if our thought processes' and personalities' could work well together, this is our "Is there a Fit Meeting".

After this initial call- we will both take some time to evaluate if we could work together and accomplish your goals. A week later we will then touch base again to see if there was a good fit, if it would be a good idea to move forward and in what capacity after answering any questions either party may have.

Once engagement ensues - we will tackle your goals, with a dynamic plan and a process to direct us, constantly reviewing, adjusting and reworking the plan as new life events come about.

We have found that this process will make a relationship strong and lasting even through the toughest times in the market as well as in your life's journey, as opposed to strictly looking at returns.

At Shore Group Advisors, we believe in time in the market, not timing the market, as such markets will go up and down, to which we cannot control but we can control how to plan for such market uncertainties.

One of our primary goals is to develop a long-term, trusting relationship with you.

What We Do

What We Do

We create strategies that are tailored to your needs and goals.

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The Value of Financial Planning

The Value of Financial Planning

Years of experience have prepared us to guide you through your life transitions.

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