Financial Planning

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Our Process

We start with a conversation.
It’s crucial that we are mutually comfortable working together – that we trust and respect each other. We spend time listening, learning and understanding you. We want to know what you’ve learned along your journey and we want to know where you want to head next.

Financial Planning

Whether it’s building customized financial statements or utilizing cutting edge financial planning software, we’re ready to create a clear and comprehensive plan for you. The best strategies come down to organization, efficiency and execution. With a realistic and motivational. approach, we push our clients to both save in the earnings years and enjoy the financial freedom years.

Education Planning

College will cost a lot – we will help you plan for it. 529s are a wonderful solution, but they may not be right for everyone depending on your timeline and goals. We’re here to brainstorm all education planning solutions with you.

Tax Planning

With in-house tax professionals, we work closely with your CPA and tax preparer to help you work through the most complicated tax strategies and planning solutions. Whether it be back-door Roth conversions, Opportunity Zone Fund Investing, income and capital gain reduction strategies, planning around concentrated stock positions, RSU’s or stock options – we have your covered.

Financial Coaching

Lisa Margulies, from our Westchester office, has created a dynamic, life-changing, transformational coaching program. If you are looking for a guiding light to lead you down the path of financial clarity and abundance, Lisa’s 40 day coaching program is the path for you.