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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 work toward your unique financial goals.

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Three-Bucket Investment Strategy

I 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

Hi there! I’m Gretchen, a NY-based financial consultant who specializes in helping women of all ages work toward 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 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.

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 working toward 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 pursue your goals and to creating the life you’ve always wanted.

Helpful Content

Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Is Term Life Insurance for You?

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

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.

 

Please Leave Home Without It

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

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

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Estimate Your RMD

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

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.

Annuity Comparison

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

What Is My Current Cash Flow?

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

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Your Cash Flow Statement

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

Protecting Those Who Matter Most

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

Long-Term-Care Protection Strategies

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

Principles of Preserving Wealth

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

Managing Your Lifestyle

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

Retirement Plan Distributions

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

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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 to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Rightsizing for Retirement

What does your home really cost?

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