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Proudly Serving 

Tampa Bay
And Virtually Around the Country

Connect With Us Today

Our priority is to get to know you in order to determine a mutual fit and how we can best serve you. We’ll begin with a conversation in which we can provide feedback on the strengths and opportunities within your current financial plan.

Getting Started

With Southshore Financial Planning


Step 1:


Schedule a Call


You can schedule your first conversation with us by clicking here, emailing hello@southshorefp.com or giving us a call.


Step 2:


Introductory Call


Our initial conversation will include getting to know each other and discussing what is on your mind. This typically lasts 15-20 minutes.


Step 3:


Discovery Questionnaire


A brief digital questionnaire to understand your current circumstances.


Step 4:


Strategy Meeting


Next, we’ll meet in-person or virtually to share our observations of strengths and opportunities. You will leave this meeting with a better understanding of our firm and targeted action items to improve your financial life. This is typically 30-45 minutes.


Step 5:


Your Call


Take as much time as needed to consider the next steps. Then, reach out to us to let us know if you would like to work together.


Step 6:


Welcome to Southshore!


We’ll meet with you virtually or in-person to onboard you as a client and prioritize our action plan. This meeting is typically 45 minutes - 1 hour.