Our Services

Financial Health: Assessments, Advice, and Planning

Whether you are a new business owner who is more savvy with their product than their finances, an established business owner with a business problem to solve, or an individual looking for personal or family wealth advice, Shoreline is there to build and execute a strategy to drive long term prosperity in your professional world

Life Planning & Advice: Building Credit, Marriage, Retirement, and Housing

Not everyone has the knowledge or time to be able to successfully plan for life’s financial challenges. From the newly minted college graduate who wants to build financial independence, to the family who isn’t sure how to handle the next big event in their life, to the retiree who wants honest answers without asset management, we will always put you first because your success is our success

Service Offerings

  • Business Modeling

  • Business Strategy

  • Business Intelligence

  • Business Effectiveness

  • Career Development

  • Emotional Intelligence 

  • Effectiveness and Productivity

  • Financial Planning

  • Financial Statement Analysis

  • Long Term Planning 

  • Key Performance Indicators

  • Operational Efficiency Development

  • Organization and Prioritization 

  • Personal Finance

  • Pricing and Customer Strategy

  • Profitability 

  • Professionalism Assessment and Training

  • Social Media Profile Initial Setup or “Upgrade”

  • Time Management

  • Teamwork Training

  • Technology Software, Hardware, and Tools (Business and Personal)

Training and Technology:

  1. Professional Development Workshops:

    • Conducting workshops aimed at improving professional skills, leadership capabilities, and teamwork. These workshops often focus on soft skills such as communication, problem-solving, and adaptability.

  2. Technical Training Programs:

    • Offering specialized technical training for industries such as IT, engineering, and healthcare. This may include certification courses, hands-on workshops, and virtual labs.

  3. Data Science and Analytics Training:

    • Providing courses on data analysis, statistical modeling, and machine learning. This training is valuable for individuals seeking to harness the power of data for informed decision-making.

  4. Customized Training Solutions:

    • Developing tailor-made training programs to address specific organizational needs. Customized training ensures that participants acquire skills directly applicable to their roles.

  5. IT Support and Training:

    • Providing support services alongside training to ensure smooth adoption of new technologies. This may involve troubleshooting, help desk support, and ongoing training updates.