Stop stressing about your finances and do the things that YOU love to do.

I help YOU take small money actions now to reduce stress and have more savings later.

Shea Newton

I have taken my 13+ years of experience in the Financial Services industry and created a 5 STEP PROCESS to help YOU stop stressing about your finances and do the things YOU love to do.

Financial Planning
Comprehensive Financial Planning—Our 5 STEP PROCESS—we work together to select specific areas to cover which may include, but is not limited to, the following:
  • Financial Goals
  • Cash Flow & Debt Management
  • College Savings
  • Employee Benefits Optimization
  • Business Planning
  • Estate Planning
  • Investment Analysis
  • Insurance
  • Retirement Planning
  • Risk Management
  • Tax Planning Strategies
Investment Management Services

We offer Investment Management Services with ESG options available. Our fees range from 0.65% to 0.95% of assets under management.

Investment Management

How Are We Different?

  • Coins

    $0 Minimum

    We believe everyone is worthy of financial advice.

  • Handshake

    Fiduciary

    We act in your best interest at all times.

  • Earth

    ESG Investment Options

    We offer portfolios for socially conscious investors.

  • Check Mark

    Fee Only

    We don't earn commissions of any kind on product sales.

Member of:

sn-logo-02
sn-logo-03
sn-logo-01


napfa logo
Fee Only Network
shea newton

Questions? Need more information? Wonder if Financial Journey can help you? Let us know, we'd love to hear from you!