Almost everyone I meet is afraid of becoming a burden to their family.
This is especially true for newly single adults, contemplating a "new" set of circumstances for which they had not planned.
Working with me means having a guide to help you clarify, organize, and prioritize your financial life decisions. We will collaborate to custom design a financial roadmap with the primary objective to avoid becoming a burden before, during, and especially at the end of retirement.
I do my best work with nice people that are:
A recent (or soon to be) divorcee, widow or widower.
Couples where one spouse handled all the money decisions and can no longer be relied on for whatever reason.
All your assets (real estate, investments, retirement etc.) total close to a million or more.
It’s important to you to maximize the stuff gets to your family and not to the IRS or a nursing home.
You are comfortable paying a flat fee based on the complexity in your situation.
I do not work for an insurance company or investment firm. It’s just me and you. In fact, I will put in writing that I am a fiduciary and will put your interests first. Download my Fiduciary Pledge.
I charge a fixed, flat fee for financial planning and investment management which is very different from most others in the financial business.
During the summer months I can be found on or near the beach in Eastern Monmouth County, New Jersey or during the winter on a ski slope, mostly in Vermont, but I could be in Europe, Canada or the western US.
I can work remotely with clients no matter where you and your family live.
Use the calendar to the right to schedule a Fit visit where we’ll determine if we’re a good fit for working together.