Is your financial plan working? Are you asking,
“Am I going to be OK?”
Our team helps you uncover what your money’s really doing and aligns it with what you want and need most.
We are New York’s top Financial Advisors for people like us. Independent thinkers, passionate, relationship-driven. People often overlooked by big financial firms.
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Curious how we work? Here’s what you can expect:
Vision Meeting
Vision Meeting
This is where we get to know you — not just your numbers, but your story. What does a great retirement look like to you? We’ll talk goals, concerns and possibilities so we can build a strategy that reflects your life, not someone else’s.
Strategy
Strategy
Next, we take a close look at your current financial picture to understand what’s working and what could be improved. We’ll assess your income sources, investments and key decisions ahead, then begin shaping a strategy that supports the retirement lifestyle you want. It’s about creating clarity and identifying opportunities to make your money work smarter for you.
Recommendations
Recommendations
You’ll receive clear, personalized recommendations built around your goals. We’ll explain the why behind each part of your plan so you feel informed and confident moving forward. No jargon, no pressure — just smart planning made simple.
Onboarding
Onboarding
If you choose to move forward, we’ll make the transition smooth and stress-free. We’ll handle the paperwork, coordinate account transfers and guide you through each step. You’ll never be left to figure it out on your own.