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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

Historical Inflation

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Password Protection Strategies

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

 

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

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Taxable vs. Tax-Deferred Savings

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

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

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

Your Cash Flow Statement

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

Principles of Preserving Wealth

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

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.

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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

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