Hi, I’m Shea, and I know how hard it is to plan out your financial journey.
As a young, single mother, I was forced to live paycheck to paycheck, with barely any financial resources. Money came in and went right back out again. I wanted to be responsible with my money – but what money? I knew that saving for my daughter’s future was essential, but I couldn’t see how I would be able to do it.
I wish someone had talked to me earlier in the process about planning my financial journey in life – even a small rebalance could have made a difference.
And the choices I did make – well, I was advised badly, and I didn’t get a second opinion. If I’d had a trusted advisor standing in my corner and giving me the best advice for my lifestyle goals, I could have made far more of the money I did save.
I didn’t know what I didn’t know, and there was no one there to guide me.
Which is why I started Financial Journey. I want to help those people like me, who still have a long way to walk on the journey of life.
Maybe you want to save for college for 3 kids while not working every hour of the day,
Or retire early and then move abroad, or even buy that houseboat you always wanted and live simply by the beach.
There is nothing I love more than taking the puzzle of someone’s financial resources and making it work for them.
I deeply believe in understanding the financial position we are in at the moment and then using that to make informed choices to live the life WE want.
What is freedom if not that?
And once the puzzle has been laid out, I know that at any moment life can add or take away from it.
New piece thrown in – you got a pay rise.
Piece goes missing – you have to figure out assisted living for an aging parent.
When you’re living these things day to day, you don’t see the impact they have on your financial journey.
I want to be there for you and spot the bumps coming up. The journey won’t be straight, the path won’t be smooth, but I want to make the walk along it as enjoyable as possible for you. Let me help you walk it.
How Am I Different?
I believe everyone is worthy of financial advice.
I act in your best interest at all times.
ESG Investment Options
I offer portfolios for socially conscious investors.
I don't earn commissions of any kind on product sales.
Free Introduction Call
How Can I Help You?
Do you know where you stand in your financial life? Do know where you are going? I can help you get organized and come up with a plan so that you can stop worrying and spend time doing the things you enjoy! Let’s talk!