I founded the Business of Your Life to specifically assist those who are not directly served by traditional financial planning firms, which often have minimum asset requirements. As an independent, fee-only planner, I accept client fees only as compensation for my advice. I do not receive revenue from third parties, such as commissions from the sale of investments or other products or referral fees. Finally, by offering hourly virtual services, I provide a convenient and accessible way for individuals to receive guidance on how to organize and evaluate their finances and develop a financial plan to meet their financial needs and achieve 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.
If you’re interested in learning how to better manage your finances from an objective financial professional, then click here to learn more about my services.