Free Download 👇 15 Numbers You Need to Track
Two Tracks to Choose From:
"Learning it"
Perfect for High School & College Students
"Living it"
Perfect for Young Adults & Families
Beginner Course
Start with learning the basics that you need to know before graduating.
Money Management
Learn how the wealthy manage their money. Cash flow statement example.
Investing
Investing is the key to achieving financial freedom. Let's build the foundation.
Money Rules of Thumb
I love rules of thumb. Learn and live by them. They will show you the way to financial freedom.
All About Banking
Learn about checking, savings, money market accounts, debit cards, etc.
Financial Awareness
Building your senses around money and everyday choices we are faced with.
All About Credit
Learn about credit cards, loans, mortgage, student loans, and credit scores work.
Ongoing Support
Weekly office hours via zoom to come ask me anything, timely market updates and Newsletter
Join "Learning it"
Today for Only $197 $97
Step by Step Courses
I will show you step by step how to create your own financial plan
Create Your Financials
Follow step by step to build your Net Worth and Cash Flow Statements.
Learn How to Invest
Learn how to invest in the stock market and create your portfolio.
Tax Saving Strategies
Learn about using tax diversification to reduce your taxes.
Get Out of Debt
Learn good debt vs bad debt along with creating your own debt snowball.
Prioritize Goals
Invest or pay off debt?
Save for retirement or college?
Types of Accounts
401k, Roth IRA, HSA, Brokerage, Roth 401k 403b, 457. Which account is right for you?
Ongoing Support
1 -1 Zoom Call included, office hours, accountability meetings. timely market updates and Newsletter
Join "Living it"
Today for Only $297 $197
Work With Me 1:1
One Time Financial Plan (Power Session)
Me and you on Zoom reviewing your financial life, discussing strategy, and putting together a game plan all using RightCapital financial planning software. We will create goals, analyze your cash flow, discuss how to get out of debt, review your investments, discuss the best type of accounts to use, plan for college, run projections, plan around taxes, and explore all the possibilities around living your best life.
Ongoing Financial Planning
This is the perfect option if you would like to have complete access to me. We will start by creating your initial financial plan and continue working together on your journey to financial freedom. After your initial plan is complete we will have scheduled quarterly meetings to track our progress. In addition, I am always available to discuss any major life event or if you just want to run something by me before making a decision.
Investment Management
The way you invest your money is a huge component of your overall financial plan. It is the ultimate factor in reaching your financial goals. I am here to help you create a well-diversified, low-cost, tax-efficient portfolio that matches your tolerance for the inevitable ups and downs in the market and allows you to sleep at night.
NY State Teachers
High fees, low transparency, complicated annuity products, surrender charges...I can go on and on. A bad 403b plan can cost you tens of thousands of dollars....sometimes even more. I have been helping NYS Teachers for over 14 years plan for retirement and make sense of it all.