Work With Me 1:1
("Master Your Finances" Included with all options)
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.