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Our Why

 ShoreWood Financial offers personal finance coaching and teaching that anybody of any age can use to change their life completely. Founded off the principals of financial expert, Dave Ramsey, ShoreWood Financial is a certified and accredited firm that emphasizes those principals in order to bring its clients to true financial freedom. Being in constant stress of overwhelming debt, living pay check to pay check, and not knowing where your money goes, will be put where it belongs; in the past! Our success as a firm derives from focusing on the details of our clients by pinpointing the cause of their situation, and identifying what the symptoms of the problem are. We work with our clients one on one to serve as a navigation tool to show the client where they are now, and how to get where they want to be. ShoreWood Financial was born in order to  drastically change the lives of anyone financially so they can live the life they were always meant to live.

Joseph DePaola,  Founder and CEO
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© 2024 by ShoreWood Financial

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