New Shore Financial helps professional women take control of their finances, especially during financial transitions, with personalized, fee-only financial planning and investment advice.
New Shore Financial, led by Sue Danson, a Certified Financial Planner™, provides independent, fee-only financial advisory services tailored to professional women navigating financial transitions. Serving the greater Boston and Providence areas, as well as virtually across all 50 states, the firm focuses on career changes, retirement planning, estate planning, tax strategies, and more, ensuring clients receive unbiased, fiduciary advice without commissions or referral fees.
Fee-only advisory model
Fiduciary duty
Specialization in professional women’s financial transitions
Virtual planning services available
Services
Financial Planning
Comprehensive financial planning tailored to professional women, covering cash flow analysis, investment management, retirement planning, savings strategies, risk/insurance needs, employee benefits, tax diversification, charitable giving, estate planning, and long-term care planning.
Fee-only advisory modelFiduciary dutyVirtual planning services availableFocus on professional women and financial transitions
Credentials & Certifications
Certified Financial Planner™
Series 65 license
Member of Fee-Only Network
Member of National Association of Personal Financial Advisors (NAPFA)
Member of Financial Planning Association (FPA)
Member of XY Planning Network
Frequently Asked Questions
What is fee-only financial advising? +
Fee-only financial advising means the advisor is compensated solely by the client, without receiving commissions or referral fees for products or investments recommended.
What is a fiduciary? +
A fiduciary is a professional who is legally obligated to act in the best interests of their client, providing advice that prioritizes the client’s financial well-being over the advisor’s own interests.
Do you offer virtual planning services? +
Yes, New Shore Financial offers virtual planning services to accommodate clients’ schedules and preferences, allowing consultations and planning sessions to be conducted remotely.
