A complete list of active advisors currently associated with My Financial Planner, LLC
Warmer can help you find a great advisor at My Financial Planner, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at My Financial Planner, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Brooklyn, NY
| 3
|
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