Contact Information
Mobile (call only). 802.598.2970
shanenorris@financialguide.com
100 Bank Street, Suite 500
Burlington, VT 05401
Growing up in Burlington, Vermont, I learned early on the value of hard work, relationships, and community. After earning my degree in Business Management from Keene State College, I built my career helping businesses solve challenges and make informed decisions. Today, I bring that same problem-solving mindset to helping individuals, families, and business owners navigate important financial decisions.
Most professionals spend years building their careers and accumulating wealth, but often don't have the time to step back and ask whether everything is working together the way it should. Many of my clients come to me at a point where their financial lives have become more complex and they want clarity, perspective, and a trusted partner to help them navigate the decisions ahead.
Whether the conversation revolves around retirement planning, tax-efficient strategies, investment management, risk protection, or transferring wealth to future generations, my goal is to help simplify complex financial decisions and bring clarity to the choices that matter most.
My approach starts with listening. Every client has unique goals, priorities, and concerns. Before discussing solutions, I focus on understanding what's most important to them and helping ensure that financial decisions align with those values.
I believe financial planning is about more than money. It's about helping people make informed decisions with confidence and creating the freedom to focus on the people and experiences that matter most. Through education, collaboration, and thoughtful planning, I strive to help clients be intentional with their financial lives and stay focused on the future they're working toward. This philosophy reflects my commitment to financial literacy and a collaborative planning approach.
When I'm not working with clients, you'll usually find me spending time with my fiancée, Abbie and our daughter, Talia. I enjoy golfing, hosting gatherings with family and friends, and exploring new places whenever I can.
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.