Thank you for your interest in working with Southshore FP. Due to the high volume of new clients and making sure we provide the highest level of service to our existing clients, we will be pausing accepting new clients until 2027. If you would like to schedule an introductory call, please submit the provide your information below, and we will send an email on January 4, 2027 to schedule a meeting.
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...."
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.
We walk through more details of our planning process, client experience, and a sample retirement 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...."
We deliver 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 Meeting 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.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Southshore Financial Planning, unless otherwise specifically cited. Material presented is believed to be from reliable sources, and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
