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About What I Offer Meeting Your Needs My Approach
 

Personal Income Plan

Together, we will create a budget and determine where to allocate extra funds in order to achieve your unique financial goals.

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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.

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Women and Wealth Community

Join other like-minded women for educational opportunities, events, and a safe space to discuss finance-related topics.

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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.

Helpful Content

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Please Leave Home Without It

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Revising Estate Strategy Assumptions

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

 

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

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Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Emerging Market Opportunities

What are your options for investing in emerging markets?

The New Wild West: Bitcoin

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.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

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