The role of the financial coach is to provide a safe place to facilitate conversation where we are more listeners than talkers. We ask good probing questions which help individuals figure out what they want to do.
We are the place where, in discussion, clients will not only re-discover their own true motivation for re-building their lives, but also map their own steps.
They need someone to listen, not judge, to ask questions to draw them out, to be there while they are sorting out their worries, fears, and discouragement about what to do next.
Sessions are confidential, unbiased, and non-judgmental. As coaches, we provide information but do not recommend or sell any products or services.
I have extensive experience as a business leader in retirement plan services, trust and estate administration, and investment operations. I am a graduate of NYU, with a BS and MBA from the Stern School of Business, is an Accredited Financial Counselor (AFC) and a member of the Association for Financial Planning and Education (AFCPE) .
THREE THINGS ABOUT ME
Avid sports enthusiast
Original member of the NYC chapter of the National Ovarian Cancer Coalition