Meet Shai — Founder of Off the Clock Financial Planning
My story
I discovered my passion for helping people with their personal finances in college where I worked in financial aid. I assisted students and parents with navigating the complexities of college planning and witnessed how financial stress has such a huge impact on people's lives.
This experience made me realize how crucial it is to be financially prepared and how important it is to be a financial resource. After graduating college, I worked in Corporate America for 6 years, and in 2023 I decided to pursue my passion to help people with their personal finances.
A Day In the Life
Outside of work, I enjoy:
- Being outdoors
- Trying new recipes
- Going out to eat (RIP my budget)
- Annoying my cats with attention
- Reading personal finance books (I'm a nerd)
- Traveling
Bucket List Item: Travel to all 50 states (I'm at 28)
Guilty Pleasure: Competition reality TV shows - Specifically Survivor
Never Have I Ever: Seen an episode of Spongebob
First Job: An apple orchard and it was the best!
About Off the Clock FP
Off the Clock Financial Planning is a flat fee financial planning firm founded on one simple belief: that real financial planning should center your life, not just your balance sheet. It's about every decision in life that involves money — buying a home, changing careers, starting a family, paying off debt, building wealth, navigating a raise, or simply figuring out where your money should go next.
My commitment to you: To meet you where you are, with no asset minimums and no barriers to getting started. Whether you're just starting to invest or preparing to retire, I'm here to support you at every stage, and give you the tools, knowledge, and accountability to build the future you're working toward.