Broker Check

Financial Planning & Coaching

Our financial planning and coaching provides the strategy and support you need to tackle any financial challenge life brings. The process will help define your objectives and put measurable goals in place while coaching you to stay on track.  Whether you want to buy a new home, fund your child's college education, plan a dream vacation or secure your retirement, we will help you get there .For new clients, we start with a free 30 minute call that allows us to get to know each other better. We'll discuss your financial situation, goals and objectives, and the ways we can work together.

Financial planning is about much more than just investing.  It's a dynamic process requiring commitment and dedication.  

Why should “I” do a financial plan?

Define long term goals

Reduce stress and live a more productive life

Build a strategy and create action steps

Take control of your own financial wellness

Build confidence

    What will a financial coach do?

    Be on call to guide through financial decisions

    Keep you accountable

    Help create and learn good financial habits

    Develop actionable steps to meet your goals

    Create a roadmap to implement your strategy

    Speed Planning/Financial Review - $500

    An ideal option for for those just starting to think about their financial goals or want a quick review. This service includes includes up to 3 hours of time (in person meetings calls or video conferences) where we cover a variety of topics to address your most pressing financial concerns.

    Examples of topics to discuss include:

    • Student loan repayment
    • Enrollment and asset allocation for your 401k
    • Net worth statement
    • Personal budgeting
    • Emergency savings
    • Improving and/or managing your credit score
    • Employer benefits
    • Life Insurance Analysis
    • Basic Estate Planning (Do I need a will?)

    Financial Planning with on-going Coaching ($500 initial fee & $150/month- minimum 6 month engagement)

    For those ready for monthly support to meet their financial goals.  Client does not have to also use us for investment management.  

    This process includes:

    • 90 minute initial discovery meeting (video conference or in person)
    • Comprehensive examination of your full current financial picture
    • Identify & prioritize your financial goals/objectives as well as challenges
    • Creation of plan and strategy to meet your goals
    • Unlimited email support
    • At least one monthly meeting/phone call to assess progress and answer any questions.  

    Customized Financial Planning Services ($2500-$5000)

    Designed for clients with complex financial situations who require an in-depth  customized solution to meet their needs.

    For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  (914) 407-4973