Susan Danson, CFP® New Shore Financial

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.

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Recently Published

Alleviate This Planning Headache Now, Before it Becomes a Bigger One

March 23, 2021

I’ve noticed that the older my kids get, the further away my marker gets for true adulthood. When I was the mother of toddlers, older kids in high school and college seemed so grown up to me, ready to support themselves and make smart decisions. I’d see them driving around town, getting their first jobs, […]

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Calling All Young Females: I Have a Career for You!

February 21, 2021

Following a recent client meeting, I finished the Zoom call on a natural high, with the feeling of “this is why I LOVE what I do”. This high did not come from landing a big sale (I don’t sell anything) or growing a portfolio by a certain percent. It came from knowing I had helped them […]

The post Calling All Young Females: I Have a Career for You! appeared first on New Shore Financial.

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Flexing Your Financial Muscle

January 21, 2021

It seems every year between Thanksgiving and New Year’s Day I can’t seem to find the time to fit in my workouts.  Now it’s mid-January, and I still haven’t gotten back at it, despite knowing I feel 150% better when I do. So now, I will pay the price. I have not performed any studies, but I […]

The post Flexing Your Financial Muscle appeared first on New Shore Financial.

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Ideal Clients

  • Female Executives
  • Single Women
  • Women in Transition

Ways Advisor Charges

  • Quarterly Fee
  • Flat Fee
  • Assets Under Management

Fee Options:

  • Quarterly Fee: $750+/qtr
  • Flat Fee: $3000+/engagement
  • Assets Under Management: 0.75%

SEC Records:

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