Fee only Financial Planning & Coaching

Comprehensive, Objective and No Products Sold

We always put your best interests first with....
Guidance, Support and
Knowledge

Do you have a financial objective, you’re trying to achieve it but not sure how to begin? Let me guide you.

 

Whether it be for a single money concern or you want to know where you stand with your finances, I have the knowledge, experience and gold standard of service to help achieve your goals faster.

 

Take a look at the list of my fee-only services below, and click on this link to schedule a 20 minute consult with me.

 
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How We Can Help You.

Comprehensive
Financial Planning

Financial Report

We take a holistic approach to finance, helping to map out a custom plan for budgeting, cash flow, investment review, college funding, insurance planning and retirement planning. Your integrated plan will fit your values and help to make smarter decisions for your money.

Know that our analysis and  planning are highly sophisticated to protect your future. Using your goals as a guide, we craft the best solutions for your needs.

Stand Alone
Financial Checkup

Doctor's Desk

Find out how where your finances stand. How financially healthy are you?

Checkups provide a snapshot of your finances right now and how financially healthy you are.

You will receive a financial health report showing you what financial areas need improvement with a to do list to improve your finances.

Money Coaching

Colleagues

Money coaching helps you to change bad money habits and then stay on track to meet your financial goals.

Think of me as a financial coach like a personal trainer, whose job is to help you discuss, establish and uphold positive routines, and they help keep you on financial track with day-to-day behaviors, thoughts and, most importantly, encouraging small successes. Learn how to master your money!

 

Want to know more?
20 minute initial free consultation
Call 914.739.7360 or
fill out form.

100 Park Avenue, New York , NY 10017

Columbia County, NY 12516

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