Affiliations

Sudden Money

Sudden MoneySudden change in your financial situation can be a life-altering event. Some of these events are planned for, such as retirement, the sale of a business or an anticipated inheritance. Other types of events many come out of the blue – like winning the lottery, divorce or the death of a spouse.

When Money Changes, Life Changes and When Life Changes, Money Changes. (Susan Bradley)

Whatever the reason for the event, some joyous and others deeply regrettable, you are faced with a major change in your life.  Successfully managing financial transitions is more challenging and complex than you may realized.  It’s not just a matter of managing the financial situation – It’s managing the change.  As Certified Financial Transitionists™ we are trained by the Sudden Money® Institute to help individuals navigate through the difficult period of change and create the new life integrating the financial and the personal side. Learn more at www.suddenmoney.com.

The Kinder Institute of Life Planning

The Kinder Institute of Life PlanningThe Kinder Institute trains and coaches financial advisors worldwide in a method we call Financial Life Planning.  This method is based on the premise that advisors should first discover a client’s most essential goals in life before formulating a financial plan, so a client’s finances fully support those goals. 

This may sound elementary but few of us spontaneously undertake a thoughtful inquiry into our deepest and most enduring values and objectives.  Traditionally financial advisors have focused on the numbers—budgeting, investments, taxes, or insurance–without exploring the broader context. 

“If you had more time or money, what would you do?”  

“What do you want to accomplish or attain so you will feel that you’ve had a life well-lived?”

“What moves, touches, or inspires you?”

Life Goals - Financial Goals

We call it Life Planning because what’s really important isn’t your money, it’s your life.

Certified Financial Planner

CFP BoardThe Certified Financial Planner Board of Standards is a professional regulatory organization that promotes ethics, integrity and professional standards in personal financial planning.  This gives the public an opportunity to have access to — and benefit from — competent, ethical financial planning.  Individuals who meet rigorous certification requirements are certified by CFP Board to use its certification trademark.  To receive the designation candidates must have completed the educational requirements, passed the rigorous 10-hour CFP® exam and have 3 years of financial planning experience. Then you have to fulfill the Continuing Education requirements.

Learn more at www.cfp.net.

Financial Planning Association™

Financial Planning AssociationThe Financial Planning Association™(FPA), a membership organization for the financial planning community.  Anja served on the FPA NY Board of Directors leading the FPANY Pro Bono Committee and was in 2013 the Chair of the national FPA Pro Bono  Advisory Committee. For her contributions to the community and to the profession she received the Heart of Financial Planning in 2012. FPA is the largest association of professionals dedicated to championing the financial planning process.  FPA members are committed to helping people make smarter decisions to achieve their goals and dreams.  FPA believes that everyone needs professional, objective advice to make smart financial decisions.  Learn more at www.fpanet.org.

NAPFA

The National Association of Personal Financial Advisors is the largest professional association of comprehensive, Fee-Only financial planners in the United States.  With over 800 members and affiliates, in 45 states, the members of the National Association of Personal Financial Advisors (NAPFA) subscribe to a strict fiduciary oath.  In addition, NAPFA members are required to fulfill significant continuing education requirements.  Learn more at www.napfa.org.

 Fee Only

NAPFA members practice Fee-Only financial planning which is client-centered, objective and ethical.  As a Fee-Only advisory firm, recommendations are untainted by any type of fee received by the vendors of financial products, including investment funds, money managers and insurance companies.  Fee-Only advisors provide consumers and institutions with comprehensive and objective financial advice on a Fee-Only basis, keeping only the best interests of the client in mind – with neither the advisor nor any related party receiving compensation contingent on the purchase or sale of a financial product. 

Gerstein Fisher

Gerstein Fisher - Invest with ReasonGerstein Fisher was founded in 1993 by Gregg S. Fisher, CFA, CFP® on the premise that individual investors and smaller institutions deserved the same caliber of investment advice, products, and services historically afforded only to ultra-high net worth investors and large institutions.

Through our affiliation with Gerstein Fisher we provide our clients with an integrated approach for investment management, financial planning, and tax management under one roof, coordinating all aspects of your financial situation. Gerstein Fisher is just like us an independently owned firm which ensures that our clients’ best interests are our only agenda.We believe that a disciplined approach to investing based on time-tested academic research is the best path to sustainable and explainable results. We currently manage client investments across equity, fixed income, real estate, and alternative asset classes.

www.gersteinfisher.com

Dimensional

DimensionalDimensional is a new kind of investment firm.  Over the years, they have translated financial science into real world investment solution, and through their revolutionary approach, investors may seek to capture what the market offers in all its dimensions.  Rather than trying to take advantage of the ways markets are mistaken, they take advantage of the ways markets are right.  The firm designs portfolios to help investors capture what the market offers in all its dimensions.  Learn more at www.dfaus.com.
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