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Business Owner Resources
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RIGHT-CAPITAL-TutorialDownload
Intro-To-PreciseFPDownload
rc_client_account_securityDownload
What-Issues-Should-I-Consider-When-Reviewing-My-Health-And-Life-Insurance-Policies-2021
What-Issues-Should-I-Consider-When-Reviewing-My-Property-038-Casualty-Insurance-Policies-2021Download
Doctor-Are-You-Tired-Of-Overpaying-Your-TaxesDownload
FRS-plan-design-checklist-FINALDownload
SFP-How-To-Lower-Taxes-In-RetirementDownload
SFP-statement-of-fiduciary-commitmentDownload
DRAKE-ReferenceDownload
DRAKE-Reference-1Download
How-to-Read-Your-W2Download
DRAKE-manual20Download
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Estate Planning
SFP-Advanced-Financial-Directive-for-Cognitive-declineDownload
What-Issues-Should-I-Consider-Before-Closing-The-Estate-2021Download
What-Issues-Should-I-Consider-If-My-Spouse-Passed-Away-2021Download
What-Issues-Should-I-Consider-Before-I-Update-My-Estate-Plan-2021Download
What-Issues-Should-I-Consider-If-My-Parent-Passed-Away-2021Download
What-Issues-Should-I-Consider-When-Reviewing-My-Estate-Planning-Documents-2021Download
What-Issues-Should-I-Consider-For-My-Aging-Parents-2021Download
2021-Estate-Planning-survivor-checklist-1Download
DIGITAL-WILL-LastPassDownload
ESTATE-PLANNING-BINDERDownload
Right Capital
RC_Client_Account_SecurityDownload
Linking-Accounts-Download
RC1031_Customer_Support_UsingYourPortal_finalDownload
RIGHT-CAPITAL-Tutorial-1Download
Right-Capital-Client-PortalDownload
AdvisorClinet TD Ameritrade
client-resources-participant-guideDownload
AdvisorClient_User_GuideDownload
XYPN-Service-Team-Contact-InfoDownload
How-to-export-client-data-into-the-TD-Ameritrade-Institutional-VeoOne-forms-wizard-for-account-opening.Download
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TDAI5063-transfer-on-death-detailsDownload
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Marketing
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ACP-Pledge-to-ClientsDownload
Fiduciary Oath

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TAX
20200128_NON-CASH-CONTRIBUTIONSDownload
Tax-Grids_updated-20151Download
8606-conversionDownload
carryover-worksheetDownload
Back-door-roth-VanguardDownload
As-A-High-Income-Taxpayer-How-Might-President-Bidens-Tax-Plan-Affect-Me-2021Download
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What-Will-Have-The-Least-Tax-Impact-Harvesting-Capital-Gains-Or-Roth-Conversions-2021Download
Do-I-Need-To-Start-Making-Estimated-Federal-Income-Tax-Payments-2021Download
Sample-Tax-Return-ReportDownload
IRS-Online-Tax-Account-ExampleDownload
What-Issues-Should-I-Consider-Before-The-End-Of-The-Year-2021Download
Identity Protection
Am-I-At-Risk-Of-Having-My-Identity-Stolen-Or-Being-A-Victim-Of-Fraud-2021Download
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2020-cybersecurity-reference-guideDownload
Disclosures
Investor Protection FormDownload

Personal

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Shore Financial Planning is a fee-only financial advisor based in Monmouth Beach, New Jersey. As a fee-only/commission-free/flat-fee financial planner, I do not sell products or collect commissions. I am a fiduciary financial planner that specializes in tax-focused planning as a CERTIFIED PUBLIC ACCOUNTANT (CPA), and CERTIFIED FINANCIAL PLANNER™ CFP® professional. I serve clients in New Jersey and remotely throughout the U.S.A.