We help you plan for the time of your life!
If you missed the 3rd Hudson Valley Women In Business Busting Barriers in Beacon, NY check out the fabulous lineup of trailblazers and the evening’s highlights!
I was thrilled to be joined by Filomena Fanelli, Barbara Fisher, Lauren Zilahy and Cecille Castillon-Weinstein for an evening of wisdom, wit and wild stories of risks and rewards! Check out some awesome moments of the evening here!
ICYMI— Our first NYC event was a HIT!! That’s our panel of trailblazers at 4 World Trade Center!
We had a packed house at the Women in Business Busting Barriers panel that we hosted in NYC in October 2023. Our powerhouse panel featured four self-made, enterprising women with incredible businesses and careers, who graciously shared their stories, strategies, and secrets of success! Read more…
Thanks to YOU …
WE WON!!
THANK YOU for voting me BEST FINANCIAL PLANNER in the Hudson Valley for Chronogram Magazine! This annual competition recognizes the top businesses and services in the area—this was a competitive category and I can’t be more excited and honored to earn this award! I am so proud to serve this vibrant, entrepreneurial, innovative and AWESOME community!
SO grateful to work in this awesome community!
Welcome!
Financial planning doesn’t have to be complicated, boring or unattainable. And you don’t have to be a millionaire to need a financial plan. A financial plan can help you define your life goals, establish a blueprint to fulfill these goals and help set you on the right path towards success. Working with a financial advisor who listens, considers your lifestyle and needs, and can analyze how your cash flow, savings and assets can work together is key. Not only can we develop the plan with you but we can also act as your accountability partner on this journey.