Our Financial Planning Process

Define Your Goal

  1. Define your specific goals, such as retirement, saving for your children’s or grandchildren’s education, planning for important events and major purchases, or creating a legacy for your heirs. 

  2. Review your current financial situation, including your net worth, income and financial goal needs.


Create a Road Map For Your Future
  1. Design a customized strategy for helping you achieve your financial goals.  

  2. Research and present cash management needs thus creating a holistic picture of your financial life and streamlining the process of executing your strategy and monitoring your progress.


Staying on Track

  1. Once you've put strategy into action.

  2. Essential to review continually cash flow activities. So you will have the money you need to achieve your goals.


Retirement Planning is Essential

That’s why it is important to have a fee-only Personal Advisor who can provide a holistic approach to helping you plan for the next phase of your life — an approach that factors in your entire financial picture.




250 Park Avenue, New York, NY 10177