FREE 30 MIN INITIAL CONSULTATION
In this session, we get to talk a bit and get to know each other. You will let me know what services you need help with and I will let you know what I can do for you and how much your individualized service will cost.
Please email me or call for an appt.
Tel: + 914-882-5187
INDIVIDUAL COUNSELING SESSIONS
This service is available to clients who want a 1 hr session or just a few sessions and not a package. Here you come prepared with questions that you need guidance with.
FINANCIAL COUNSELING 10 SESSION PACKAGE
THIS IS A PACKAGE OF 10 SESSIONS, 1HR EACH SESSION.
We will get to know each other and go through an entire organizing your financial life plan, financial habits, building savings, comparison shopping, understanding your spending personality and finally celebrating change throughout the 10 sessions!
DAILY MONEY MANAGEMENT SERVICES
Bill Paying and Organization
Checking, Credit Card, Investment Statement Reconciliation and Review
Fiduciary Services - Power of Attorney
PERSONAL FINANCIAL EDUCATION
(Taught in English or Spanish)
Topics I teach:
Goal Setting & Budgeting
How Credit Affects You
Ways to Repair your Credit
The Importance of Insurances
Ways to Handle Your Checking Account
Learning about Paystubs /Banking
The Basics of Investing
Learning Different Retirement Plans
Is it better to Buy or Rent
How Can We Teach Our Kids to Manage Money
These classes need to be booked in advance so I can properly prepare. They generally run for about 45 mins to 1 hr depending on topic and class participation. Longer workshops can also be booked.
EDUCATIONAL MATERIAL TRANSLATIONS
Need Personal Financial Education Materials or Book Translation from English to Spanish? I'm happy to discuss your next project.