Helping today's women take control of their finances through personalized financial plans, investment management, classes & events
As financial planners we seek to provide a holistic picture of your net worth and a path to financial independence at any age. We’ll take care of everything from raising your credit score to funding your retirement.
Advice-only financial planning in Brooklyn, NY. Flat-fee fiduciary advice to help individuals, couples, families, and business owners make clearer decisions. No commissions. No minimums. No product sales.
Independent, fee-only, fiduciary financial planning and investment advisory services
Welcome to my blog WealthFinessed! As a CFP, I am incredibly passionate about helping you finesse your finances. My goal is to empower you to feel confident when discussing your finances by providing some of my favorite keys to to success.
My areas of focus are: Life Insurance, disability, LTC, Annuities, IRA’s (simple, Roth, 403(b), 457(b),educational), Tax-free 1035 exchanges, Mutual Funds, Managed Money Accounts, Asset Management, Estate Planning