Susan Danson, CFP® New Shore Financial

Contact this advisor

About Susan Danson, CFP®

New Shore Financial was born from my passion to help professional women navigate the challenges associated with financial changes in their lives. Too often, I see women who have remained hands-off or simply have no time when it comes to their family finances. When faced with new choices or challenges, they are not sure which is the best financial decision given their personal circumstances. I am committed to helping women understand and take control of their financial life.

As a young woman, it was important for me to be financially independent. I remember hiring my first CPA to do my taxes and my father saying, “Don’t just file those away. Look them over and get an understanding of what’s going on”. I heeded his advice and learned I actually enjoyed diving into the numbers. I found that I had a strong interest in personal finance. I enjoyed reading about it, learning new strategies and implementing what I learned in my own financial life.

My strengths and interests came together for me in a career path that allows me to help others navigate their own finances in a way they can understand, implement and feel confident about.

Contact this advisor

Recently Published

What is Your Earliest Money Memory?

October 26, 2022

The first impactful memory I have around money always comes to me right away. It’s a story I shared at my dad’s 70th birthday celebration. I was about 10 years old and was with him at the ATM. He always counted the money before putting it in his wallet. When he counted it on this… Read on…

The post What is Your Earliest Money Memory? appeared first on New Shore Financial.

Read the full post →

Open Enrollment Serves Up a Bowl of Alphabet Soup

September 30, 2022

The fall tends to be open enrollment time and you are likely in the middle of it now, or will be soon, so I thought this month would be a great time to review some of the crazy acronyms you see as your eyes glaze over the 50+ page benefits guide from your employer. I… Read on…

The post Open Enrollment Serves Up a Bowl of Alphabet Soup appeared first on New Shore Financial.

Read the full post →

Ways You May Be Losing Money EVERY Year

August 17, 2022

A friend recently came to me with a business idea that she felt could be really useful to many. She felt quite strongly about it because she knew it would be very useful to HER, and she correctly assumed that many (many) others are in the same position. Let’s call it: I PAY LITTLE TO… Read on…

The post Ways You May Be Losing Money EVERY Year appeared first on New Shore Financial.

Read the full post →

Visit the blog →

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Divorced Women
  • Gen X
  • Women Professionals
  • Women's Finance

Ways Advisor Charges

  • Quarterly Fee
  • Assets Under Management

Fee Options:

  • Quarterly Fee: $1500+/qtr
  • Assets Under Management: 0.75%

SEC Records:

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Loading...