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.
How Income Taxes Work
A quick look at how federal income taxes work.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
An increasing number have been developed to help individuals with their personal finances.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess whether you are running “in the black” or “in the red” each month.
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.
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.
The importance of life insurance, how it works, and how much coverage you need.
Why are 401(k) plans, annuities, and IRAs so popular?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Agent Jane Bond is on the case, infiltrating the world of bonds.
Even low inflation rates can pose a threat to investment returns.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.