Personal Income Plan
Together, we will create a budget and determine where to allocate extra funds in order to achieve your unique financial goals.Learn More
Three-Bucket Investment Strategy
I will help you build a portfolio designed to preserve existing assets and accumulate greater wealth that encompasses your short-, mid-, and long-term goals.Learn More
Women and Wealth Community
Join other like-minded women for educational opportunities, events, and a safe space to discuss finance-related topics.Learn More
Building a Goal-Oriented Financial Plan
Hi there! I’m Gretchen, a NY-based financial consultant who specializes in helping women of all ages achieve their financial goals. I understand that many women feel intimidated or uneducated about their financial matters, and consequently, they often don’t seek the professional help they need to achieve the lifestyle they want. In addition, they often think they don’t have enough money saved to benefit from a financial planner or they falsely believe it costs too much to hire someone like me.
My practice is dedicated to helping these women understand their options and learn about financial planning in a down-to-earth, accessible way so that they feel empowered and in control of their family’s well-being. Whether they are preparing for retirement, starting a college savings fund, or becoming financially independent, my advice focuses on building my clients’ confidence around financial matters and on achieving their unique financial goals, one step at a time.
If you’re ready to get started, request a free discovery session with me so we can begin a dialogue. I look forward to helping you achieve your goals and to creating the life you’ve always wanted.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
This worksheet can help you estimate the costs of a four-year college program.
There are four very good reasons to start investing. Do you know what they are?
Purchasing homeowners insurance is critical for protecting your home.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help you estimate how much you should be saving for college.
Estimate your monthly and annual income from various IRA types.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Here are five facts about Social Security that might surprise you.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
You’ve made investments your whole life. Work with us to help make the most of them.