My Financial Planner, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
My Financial Planner provides fee-only financial planning, investment advising, and money coaching to individuals, couples, families, trusts, and estates. Services range from comprehensive written financial plans to hourly engagements and targeted offerings such as money-coaching sessions, a two-hour Jump$tart program for young professionals with debt, divorce financial analysis, and financial therapy.
The firm operates as an advice-only practice and does not provide discretionary portfolio management, custody, or execute trades for clients; implementation of investment recommendations is the client’s responsibility (implementation help is available on an hourly basis). Recommendations prioritize cost and tax efficiency—favoring low-cost index funds and ETFs, asset-location strategies, and tax-aware portfolio choices—while acknowledging market and other investment risks.
Distinctive features include regular educational programming and public workshops, plus periodic teaching and presentation roles at universities and community organizations that complement client work. The principal’s cross-disciplinary credentials in financial planning, financial therapy, transition planning, and divorce financial analysis, together with an explicit avoidance of percentage-of-AUM compensation, differentiate the firm from many independent peers.
Client services
Expertise
Demographic focus
Fee options
Comprehensive financial plan fixed fee ranging from $3,500 to $8,000, negotiable.
General hourly rate $300/hour; Divorce financial analysis $350/hour; After initial Money coaching or Financial Therapy sessions, billed at $300/hour.
Fee-only: Comprehensive financial plan fixed fee typically ranges from $3,500 to $8,000; Hourly planning engagements at $300/hour (general), $350/hour for divorce financial analysis; Initial two-hour First Time Review $675 (individual) or two-and-a-half-hour $975 (couple); Jump$tart program two-hour engagement $575; Money coaching and financial therapy billed hourly after initial session at $300/hour.
Main office
Brooklyn NY
Advisors at this office
1
Most active in
New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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