Bar_DividerDesigned for busy people who have a variety of financial concerns and would like to start proactively planning for a prosperous financial future. You desire to work with a tech-savvy planner CFP® who stays current on the financial planning strategies that meet your needs.

Ideal for:
  • Individuals, Couples, and families entering/planning for a new life-stage or event
  • Anyone generating enough income to pursue multiple financial goals at the same time
  • Anyone seeking access and a long-term relationship with a financial advisor who can advise on many topics on an unlimited basis
What’s Included?
  • 3 to 4 initial meetings in-person (NYC/NJ) or virtually (via video conference) to build and deliver personalized financial plan
  • Assistance & guidance in implementing the financial plan throughout the year
  • 2 to 3 official meetings annually for coaching and checking on your progress
  • Online access to all of your financial planning information with automated reminders of actions to keep you on track
  • Update, monitor, and modify your plan as needed plus unlimited email or phone support for questions that arise throughout the year
  • Working sessions will be augmented by behind-the-scenes time spent preparing,
    analyzing, and developing recommendations for the client

Fees: $750-$1000 Upfront Fee. Then an annual fee, paid monthly, of $300-$475/mo.

Click here for more details on the ongoing financial planning program. There is also an option for a one-time comprehensive plan.