Shai Gothreau

Off the Clock Financial Planning, LLC is a flat-fee only firm that focuses on holistic life planning at any stage of life. 

Hi! I'm Shai Gothreau, Corporate project manager turned financial planner.

I pivoted into financial planning to pursue my passion in helping others reach their goals by navigating complex financial decisions. I work with individuals and couples navigating major financial life transitions, corporate professionals with equity compensation,  and people who are 5-10 years from retirement.  

My approach is to lead with goal-based, life financial planning, and promote collaboration and financial education. 

I've been featured in Modern American Advisor, Reuters, Wealthtender, and other publications. 

I'm originally from Connecticut and have since lived in WA, TX, and have now settled in St. Petersburg, FL. I live with my fiancé Daniel, and our two cats, Koda and Carlos. In my free time, I enjoys staying active outdoors, cooking, reading, and watching Survivor.