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Hire Me to be Your Financial Advisor

Financial Planning
The Ultimate 1:1 Experience

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Let's Create Your Financial Plan Together.

(3 Zoom Calls & a Financial Plan)

$999 

Ongoing Planning & Investment Management

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Work with me to create your financial plan, track your progress, and manage your investment accounts.

Hourly Financial Advice

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Hire me on an hourly basis to create your financial plan or tackle specific projects.

$250/hour 

NYS Educators

I help educators plan for retirement and navigate the 403b/457 and NYSTRS.

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