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About Us What We Offer Meeting Your Needs Our Approach
 

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.

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Three-Bucket Investment Strategy

We 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.

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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

Gretchen Meyer. Photo by Colleen Ingerto.Hi there! I’m Gretchen, a NY-based financial consultant who specializes in helping women of all ages work toward their financial goals. I founded Gretchen Meyer Financial because 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 or a member of my team.

Our 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, our advice focuses on building our 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 a member of our team so we can begin a dialogue. We look forward to helping you pursue your goals and to creating the life you’ve always wanted.

Helpful Content

Comparing Investments

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Surprises

Surprises

Making the most of surprises is a great reason to work with us.

Capital Gains Tax Estimator

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

 

New Trends Redefine Travel

The latest trends in travel reflect a rich menu of exciting new possibilities.

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Revising Estate Strategy Assumptions

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

How Income Taxes Work

A quick look at how federal income taxes work.

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

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Saving for College

This calculator can help you estimate how much you should be saving for college.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Taxable vs. Tax-Deferred Savings

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

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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5 Smart Investing Principles

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

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.

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.

Retirement Plan Distributions

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

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Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Emerging Market Opportunities

What are your options for investing in emerging markets?

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

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