The Business of Your Life provides advice-only comprehensive financial planning services to individuals and families in the accumulation phase of their lives. And while we strongly believe that everyone should take an active, ongoing role in their finances, we understand that many young professionals don't have the time or inclination to monitor their finances and stick with a long-term financial planner. But that doesn't mean that most people don't want or need a personal financial plan.
That's why the Business of Your Life takes a different approach to financial planning by providing one-time and as-needed services that can better meet individuals where they are in the process of achieving their financial goals.
I am a CERTIFIED FINANCIAL PLANNER™ and personal finance expert with a Certificate in Financial Planning from New York University School of Professional Studies. As a CFP® professional, I am a fiduciary, which means that I always work in the best interest of my clients and I always put my clients' interests before my own. I have completed a comprehensive course of study in every area of the financial planning process, followed by a rigorous exam. As part of the certification process, I also abide by a set of ethical standards and continuing education requirements.
I have always been passionate about personal finance and financial literacy, and I believe personal finance is “the business of your life.” I love working one-on-one with individuals as they take control of their money and focus on reaching their goals.
IF YOU’RE INTERESTED IN LEARNING HOW TO BETTER MANAGE YOUR FINANCES FROM AN OBJECTIVE FINANCIAL PROFESSIONAL, THEN CLICK HERE TO LEARN MORE ABOUT our SERVICES.
Meet Alicia Rose Reiss