Specialties

We provide a full suite of consulting and advisory services for: Businesses -  Financial and operational health assessments  Quarterly, annual, and long-term budgeting and forecasting  Full financial statement buildouts, reviews, and proformas  Business analytics and insights (customer, market share, and more)  Accounting and Finance training including follow-ups  Business information systems setup, training, and support  Professional training on utilizing data in business, analytics techniques, marketing, talent acquisition, hedging strategies, using AI, and more Individuals and Families -  Personal and family financial health assessments  Setting and maintaining financial goals  Life planning (marriage, divorce, retirement, estate)  Investment strategies (401K, IRA, or complex diversification)  Other personal financial questions, training, or consultation We are here to assist our community families and businesses in unlocking their true potential. No question or problem is too big or too small and we stand behind our client’s results Your success is our success, and we settle for nothing less!

History

Established in 2023.

Owned and operated by a military veteran and former Americas Head of Financial Planning and Analysis for a fortune 500 tech giant, Shoreline’s vision is to grow the Volusia county micro-economy by helping small and medium sized businesses, individuals, and families create multi-generational success one decision at a time.

Meet the Business Owner: Michael B.

MBA, CDMP, PMP with 15 years experience in financial planning and analysis for corporations ranging from $100M to $75B in equity