Susan Danson

CFP®

New Shore Financial LLC

Founder

Susan Danson

CFP®

New Shore Financial LLC

Founder

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Susan Danson, CFP®

617-699-6585

Fee-Only financial planner located in Wrentham, MA, serving clients locally and across the country

Susan Danson is a Wrentham, MA fee-only financial planner. New Shore Financial LLC provides comprehensive financial planning including, cash flow anaysis, investment management and retirement planning to help professional women organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Susan Danson is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Susan Danson is the Founder and fee-only financial planner at New Shore Financial LLC located in Wrentham, MA.


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.

Susan Danson is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

New Shore is an independent, fee-only firm specializing in supporting professional women going through financial transitions.  Sue Danson is a Certified Financial Planner™ and the founder of New Shore Financial.


I’m an independent, fee-only financial advisor. Because I’m also a fiduciary, I guide you in making financial decisions that are only in your best interest, not mine. Being independent also means I do not sell any product or receive commissions for products or investments I use. I do not get paid by anyone but you.

When working together, we’ll discuss your goals and analyze your current financial situation. I will create a comprehensive financial plan that takes a look at all areas of your financial life. From there, we’ll establish planning and investment strategies that address your specific needs and we will work together on an ongoing basis to implement changes and recommendations I make.

Areas of Focus

  • Cash Flow Analysis
  • Investment Management
  • Retirement Planning
  • Savings Strategies
  • Risk/Insurance Needs Analysis
  • Employee Benefits
  • Tax Diversification and Mitigation
  • Charitable Giving
  • Estate Planning Analysis
  • Long Term Care Planning

 

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • Tax Planning
  • Insurance Needs Analysis

Ideal Clients

  • Professional Women
  • Sudden Money Situations
  • Career Changers
  • Novice Investors
  • Sandwich Generation

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Susan Danson is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • XY Planning Network
    Susan Danson is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • Certified Financial Planner (CFP)
    Susan Danson is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Financial Planning Association
    Susan Danson is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

Contact Susan Danson

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Office Locations:

  • 35 Metacomet St
    Wrentham, MA 02093

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