Shannon Paulsen
Good financial decisions start with understanding the details.
With more than 25 years in financial services, Shannon brings experience and an analytical perspective to helping clients evaluate their options, understand the tradeoffs, and make thoughtful decisions about their wealth.
Financial Services Experience
Experience changes how you evaluate a decision.
More than two decades in financial services provides perspective that cannot be gained from numbers alone.
Shannon has spent more than 25 years helping clients work through financial decisions across changing markets, economic environments, and stages of life.
That experience has reinforced the importance of looking beyond a single recommendation. A decision may make sense on its own, but the better question is how it affects the rest of a client's financial life and whether the tradeoffs are understood.
Shannon's approach is analytical and deliberate. She believes in understanding the facts, evaluating the alternatives, and giving important decisions the attention they deserve.
Markets change.
Investment environments move through cycles. A long-term financial strategy needs enough discipline to look beyond what is happening at any single moment.
Life changes.
Retirement, family decisions, inheritances, loss, and other transitions can change what matters financially and what deserves attention next.
The details still matter.
Experience does not replace analysis. It helps identify which questions to ask, which assumptions to examine, and where the consequences of a decision may extend beyond the obvious.
The goal is not to make every financial decision complicated. It is to understand what matters before making it.
Look closely first. Then make the decision.
Shannon approaches financial planning with an analytical mindset. Before deciding what should change, she wants to understand what is already in place, how the pieces interact, and what each available option may mean for the client.
Start with the facts.
Understand the client's goals, resources, obligations, concerns, and the decisions already in front of them before trying to solve anything.
Examine what connects.
Look at how investments, retirement income, taxes, estate considerations, cash flow, and other financial decisions may affect one another.
Evaluate the tradeoffs.
Compare the available paths, understand what each may accomplish, and identify the compromises, risks, and opportunities that may come with them.
Move forward deliberately.
Once the alternatives are understood, determine which course of action best supports the client's priorities and put the decision into motion.
Analysis should create clarity, not complexity for complexity's sake.
See Our Planning Process →Different decisions. Different tradeoffs.
Shannon works with clients across a range of financial decisions, helping them understand what matters, evaluate the available paths, and keep each decision connected to the broader plan.
Retirement Planning
Evaluating retirement readiness, income needs, Social Security, pensions, workplace plans, investments, and the financial decisions that become more important as retirement approaches.
Investment Management
Building and reviewing investment strategies around risk, diversification, time horizon, liquidity needs, and the role each account plays within the client's broader financial picture.
Retirement Income Strategy
Coordinating the different sources that may support retirement income and considering how withdrawal decisions may affect taxes, portfolio longevity, and future flexibility.
Comprehensive Wealth Planning
Looking beyond individual accounts to understand how cash flow, investments, insurance, retirement, taxes, estate considerations, and family priorities interact.
Estate & Legacy Coordination
Helping clients organize financial decisions around beneficiaries, asset ownership, legacy goals, and coordination with their estate attorney and other professionals when appropriate.
Major Financial Decisions
Providing analysis and perspective when clients face important choices involving retirement, inheritances, concentrated assets, major purchases, transitions, or other financial turning points.
Financial decisions rarely happen in isolation. The value is understanding how one choice may affect another.
Explore How We Help →The plan may change. The relationship continues.
Financial advice is not a single recommendation or a plan that gets created once and placed on a shelf.
Over the course of a client's life, priorities change. Retirement gets closer. Markets move. Families grow. Careers end. Loved ones pass away. Tax and estate considerations evolve. Decisions that once seemed years away eventually become the decisions that need attention today.
Shannon believes good advice means staying engaged through those changes, revisiting the assumptions behind the plan, and helping clients evaluate what deserves attention next.
Know what matters now.
Advice begins with understanding the client's current priorities, concerns, resources, and the decisions immediately in front of them.
Revisit what has changed.
Regular reviews create an opportunity to reconsider assumptions, evaluate progress, and identify changes that may affect the financial strategy.
Adjust when life requires it.
New circumstances can create new priorities. The plan should be able to evolve as retirement, family, markets, and other parts of life change.
Keep looking ahead.
Long-term advice means continuing the conversation, anticipating future decisions, and helping clients prepare before those decisions become urgent.
The numbers are important. Understanding the people and decisions behind them is what gives the numbers meaning.
More than 25 years in financial services.
Shannon has worked in financial services for more than 25 years, building her career around helping individuals and families navigate investments, retirement, and the financial decisions that develop over a lifetime.
Today, she serves as a Financial Advisor & Partner at Paulsen Belding Wealth Management, combining decades of industry experience with the analytical approach she brings to client relationships.
A career built around financial advice.
Shannon began her career in financial services in 2000 and has spent more than two decades working with clients through changing markets, evolving financial priorities, and important stages of their financial lives.
Building a practice around lasting relationships.
As a partner at Paulsen Belding Wealth Management, Shannon works directly with clients while helping guide a practice designed around long-term advice, thoughtful planning, and personal relationships.
University of Miami.
Shannon attended the University of Miami, an early chapter in a professional path that would ultimately lead to more than 25 years of working with individuals and families on their financial lives.
Experience provides perspective. Shannon still believes every decision deserves a fresh look.
View Shannon on LinkedIn →Experience shapes the advice. Life shapes the perspective.
Behind every financial decision is a person, a family, and something they are trying to make possible.
Shannon's perspective is shaped not only by more than 25 years in financial services, but also by the experiences and relationships that exist outside of work.
She is married and the mother of two daughters. Family is an important part of her life and provides a personal perspective on many of the same long-term questions clients face around retirement, financial security, and the future they are building for the people they care about.
A perspective grounded in family.
Shannon is married and has two daughters, giving the financial decisions families make across generations a perspective that is personal as well as professional.
University of Miami.
Shannon attended the University of Miami before beginning a financial-services career that has now spanned more than 25 years.
Analytical without losing sight of the person.
Shannon values careful analysis and thoughtful decisions, while recognizing that financial planning ultimately exists to support the people, priorities, and relationships behind the numbers.
The numbers help us evaluate the decision. What matters to the client helps us understand why the decision matters.
Important decisions deserve a thoughtful conversation.
Whether you're preparing for retirement, evaluating your investments, navigating a change, or simply looking for experienced financial guidance, a conversation is a good place to begin.
Look closely. Understand the options. Make deliberate decisions.