Shea Newton, CFP®, RICP® Financial Journey LLC

About Shea Newton, CFP®, RICP®

My name is Shea and I help you get your financial life organized and on track so that you can do the things you love to do! I was a single mom for 20 years and learned a lot through that journey that I want to share with you. By virtue of my own story and my 15+ years of experience helping people reach their financial goals, I am confident that I can help you with your own situation.

After 15 years in the DC metro area, I just moved to the Florida panhandle with my husband and 2 dogs-Rocky & Marley. My daughter is in medical school in southwest Virginia and I grew up in Alabama. When I’m not helping clients with their finances, you can find me travelling to new places, getting crafty or doing some type of home improvement.

I am a CFP® and a RICP®. These are my Clifton Strengths from the book Strengthsfinder 2.0:

Deliberative
Relator
Analytical
Responsibility
Futuristic

I look forward to getting to know you and supporting you in living your best life.

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Recently Published

$10K Federal Student Loan Forgiveness Announced

September 16, 2022

This is going to be short post because we do not have the details yet. President Biden announced on August 24th that he is authorizing $10K of student loan forgiveness. Here’s what we know: To qualify for this forgiveness: Income must be less than $125Kfor Singles or $250K for Head of Household or Married Filing […]

The post $10K Federal Student Loan Forgiveness Announced first appeared on Financial Journey LLC.

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Personal Inflation Rates

August 18, 2022

There’s a lot of talk about inflation right now because the most recent inflation number was over 9%! However, this doesn’t mean that everything you spend money on has gone up nine percent.  That’s where we get into personal inflation rates.  Your personal inflation rate has to do with how you spend your money.  According […]

The post Personal Inflation Rates first appeared on Financial Journey LLC.

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How Much Money it Takes to Purchase a Home

August 8, 2022

Buying a home is the American Dream and it is also the largest purchase we will make during our lives.  Buying a home isn’t quite as simple as having a down payment and getting a loan.  There are several pieces to the puzzle, especially when you are obtaining a mortgage.  The goal in this post […]

The post How Much Money it Takes to Purchase a Home first appeared on Financial Journey LLC.

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Ideal Clients

  • Female Entrepreneurs
  • Gen X
  • Single Women
  • Women in Transition

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $150+/mo
  • Quarterly Fee: $450+/qtr
  • Flat Fee: $2500+/engagement
  • Hourly Fee: $200+/hr
  • Assets Under Management: 0.65%

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