New School of Finance

Super warm, welcoming, friendly environment from the moment I walked in the door. Shannon was so amazing when doing my taxes. She educated me on what it all meant, how to file smarter, and how to stretch my dollars. I can’t say enough good things about this amazing business.

We have worked with Liz over many years to get create a financial plan that works well with our family. Liz is clear, kind, and helpful. Liz provides excellent service every time. I recommend her to all of our friends/family members.

My wife and I did a financial planning session with Liz back in 2018. She provided valuable insight and an impartial review of our finances and investments. I highly recommend New School for anyone seeking guidance with their finances. From start to finish we had an excellent experience.

Shannon and her team are total ALL-STARS for personal and entrepreneurial finance. Couldn't have launched my business (and my life, let's be real) without her. Had a pretty strong interest in getting my finances in order, but her suggestions helped my partner and I really take hold and kill it this year.

I usually don't make the time to review things, but I had to step out and do it for New School! Absolutely wonderful experience!!! Kathleen was so down-to-earth and easy to communicate with, it felt like chatting with an old friend. My budgeting (or lack thereof) and knowledge of my spending was a complete disaster as I start several new journeys in my life.Once she crunched the numbers and we made a plan I was able to see, in concrete facts and numbers, that things were not as grim as I thought! And it really was a we"; she listened to my priorities and compromised with me - and didn't even shame me for the kooky amount of money I spend on insurance for my new car (not the most well thought out financial decision)."Thanks again! Not many people can say they enjoyed a financial planning session

Wow! We worked with Colleen first to understand our needs and then Shannon for the household budgeting session. Shannon takes so much care to understand the numbers you send in beforehand. She then comes up with many scenarios and options for reaching your goal in a realistic and tax efficient manner. After completing the budgeting session, she dove into a few retirement scenarios which was a wonderful surprise.Before you consider another fee-for-service financial advisor, give the New School of Finance a try. Highly recommended!