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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

Weighing the Benefits of Prepaid Debit Cards

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

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?

What’s Your Investment IQ?

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

 

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Death is No Excuse

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

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Travel, Without the Baggage

Tips to avoid checking in luggage on your next vacation.

Building Your Legacy

A four-step framework for building a personal legacy.

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

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What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Lifetime of Earnings

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

Doubling Your Money

This calculator demonstrates the power of compound interest.

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.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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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.

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.

Protecting Those Who Matter Most

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

Managing Your Lifestyle

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

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The Cycle of Investing

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

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Perception vs. Reality

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

Emerging Market Opportunities

What are your options for investing in emerging markets?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Investments

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

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