Let's Get Started

Fill out your name and email below and we can begin the discovery process.
Joseph Vecchio, CPA, CFP®, MBA, CPA/PFS
Shore Financial Planning, LLC

By filling out this Discovery client profile, you are providing the data that you enter to a fiduciary, fee-only financial planning firm that serves clients like you. As a matter of practice, our firm does not sell or share your information with any third parties. We will use the information to respond to you and provide you with a view of your financial condition. If you have any questions, please contact your financial professional directly.