Personal Income Plan
Together, we will create a budget and determine where to allocate extra funds in order to work toward your unique financial goals.Learn More
Three-Bucket Investment Strategy
I will help you build a portfolio with the goal of preserving existing assets and accumulating 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 work toward 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 pursue 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 working toward 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 pursue your goals and to creating the life you’ve always wanted.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Building Your Legacy
A four-step framework for building a personal legacy.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Four vacation destinations you might never have thought of.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Tips to avoid checking in luggage on your next vacation.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help determine whether it makes sense to refinance your mortgage.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Do you know these three personal finance sayings?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Do you have causes that you want to support with donations? Here are three tips.
A special needs trust helps care for a special needs child when you’re gone.