Why is it important to hire a fee-only advisor?

As a CFP professional, I have signed a fiduciary oath that I will act in your best interests at all times when providing financial advice.

I am not affiliated with a broker-dealer, I don't earn commissions on products, and I don’t receive any other form of compensation for referrals or product recommendations.

You receive objective advice rather than a commission-driven sales pitch.

Where are your offices? Where do you see clients?

My office is in the Brooklyn Heights neighborhood of New York City, blocks away from the 2/3, A/C, 4/5/6, and N/R/W trains. I also meet clients in midtown Manhattan, at their homes or offices, and virtually.

Do you have a minimum net worth requirement?

No.

Do you offer free consultations?

I never charge for initial consultations. Consultations last 45 minutes, during which we will discuss your financial landscape, concerns, and goals. you may have during this time. After the hour, we hope you will have the information you need to determine whether we are a good fit.

Will I always meet with you?

Yes. I am a one-woman shop.

What licenses and certifications do you hold? Are you a member of any professional associations?

I am certified as a CFP (Certified Financial Planner) through the CFP Board. I am licensed as an Investment Advisor Representative (Series 65). I am also a member of NAPFA (National Association of Personal Financial Advisors) and XYPN.