Learn more about each other and provide a brief overview of SFP and how we work with our clients. If it makes sense to continue the conversation, I will email a link to schedule a second meeting.
Talk with the TeamWe walk through more details of our planning process, client experience, and a sample retiterment plan. After this, you can sleep on it and send us an email if you want to move forward. If moving forward, paperwork is sent via DocuSign and a ½ engagement fee if a one-time retirement plan.
We pride ourselves on delivering the best possible experience for every client. But don't just take our word for it... "Chris made financial planning feel approachable and personal for both me and my wife. He listened closely, understood what mattered most to us, and delivered a clear, customized roadmap we could follow. His flat-fee structure gave us peace of mind, and we always felt he was in our corner, not selling, just advising...."
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We deliver tailored solutions to help you live your best life through dedicated financial planning and investment management strategies that are personalized to your needs, goals and lifestyle.
Talk with an AdvisorOffice: 1600 E 8th Ave., Ste. A200 Tampa, FL 33605
Additional Location: 200 Central Ave. St. Petersburg, FL 33701
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Southshore Financial Planning LLC (“Southshore Financial Planning”, “Southshore”) is a registered investment advisor offering advisory services in the State of Florida and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Southshore Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.
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