Hire Me to be Your Financial Advisor

First Step to Financial Freedom
The Ultimate 1:1 Experience

Let's Create Your Financial Plan Together.

(3 Zoom Calls & a Financial Plan)

$999

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

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

$250/hour

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