How do I know I'm right for you?
If you're in the early stages of your career or just starting a family, you're in the right place. I work with professionals that are career-focused but place a high emphasis on their quality of life. Personal finances are stressful; I am here to reduce that stress and keep you organized.
Do I need to live in NYC or NJ to work with you?
NO! Technology gives you the option to work with the financial planner that is the best fit rather than the one down the block.
Do you prepare tax returns?
We work closely with an established accounting firm for tax preparation. If you like your tax preparer we are happy to work with them.
Is there an account minimum?
NO! I founded the firm to have the ability to work with my peers. I am here to help you grow your balance sheet and start to build wealth.
What does it mean to be fee-only?
I left the world of commissioned sales in order to put my clients’ interest first before my company’s profits. Fee-only means I am transparent and all my compensation comes directly from my clients and not from third parties.
What does it mean to be a Certified Financial Planner™?
Most people think all financial planners are "certified," but this isn't true -- nor are all certifications the same. Anyone may call him or herself a "financial planner," but only those who have fulfilled the certification and renewal requirements of the CFP Board can display the CFP® certification marks, which represent a high level of competency, ethics, and professionalism. CFP Board's Standards of Professional Conduct require CFP® professionals to look out for your interests above their own.
I am interested and want to learn more, what are the next steps?
Click Here to schedule a free introductory call with me to see if we are good fit to work together.