My Financial PLanner, LLC

My Financial PLanner, LLC Financial planning services accessible to everyone, regardless of income or net worth. Providing aff

03/14/2022

Get the guidance you deserve.

Working with clients in Brooklyn and beyond to reach their financial goals

Do you want to buy a home but not sure if it's a smart financial decision? This class will help you answer that question...
08/20/2020

Do you want to buy a home but not sure if it's a smart financial decision? This class will help you answer that question.

Due to the pandemic, many people are seeking to buy a house in the leafy suburbs of New Jersey and Connecticut or purchase a place with outdoor space upstate or in Brooklyn.  Sure, interest rates are low and it would be nice to have an actual office at home since that's where you'll be working....

Here's how to create a budget that's easy to stick to and helps you save for your goals
07/28/2020

Here's how to create a budget that's easy to stick to and helps you save for your goals

Meet Preeti, a 32-year-old Brooklynite who needs to create a real budget. We suggest a 3-part plan that should help her get her finances in order.

So you want to retire early. Here's how to prepare.
07/28/2020

So you want to retire early. Here's how to prepare.

Is 55 too early to retire? There are five top challenges which can make it hard for investors to retire early. Here's how to figure out if you can retire at 55.

Helping women understand their money during a divorce and after.
07/27/2020

Helping women understand their money during a divorce and after.

Women need to be especially careful to make sure their long-term financial and health care needs are protected when going through a divorce.

Bottomline: Regardless of your history or experience, it’s never too late to learn and start saving for retirement.
07/27/2020

Bottomline: Regardless of your history or experience, it’s never too late to learn and start saving for retirement.

Like many first-generation Latinos, I had to learn about investing all on my own. Now I’m on track to save $1.6 million.

A quick guide to building a better budget.
07/26/2020

A quick guide to building a better budget.

Creating a budget is a great way to track spending and an important step to getting your finances in order. Here's how to create a budget in 5 steps.

Don't get caught without a cash stash. Here's why.
07/25/2020

Don't get caught without a cash stash. Here's why.

There’s growing concern among many people that the economy won’t restart in time to save them from paying the rent, their mortgage or going hungry.

You might want to consider refinancing your student loans.
07/24/2020

You might want to consider refinancing your student loans.

Refinance your student loan to save money each month and pay off your college debt faster.

Want to reduce financial stress? Here's some free help.
07/24/2020

Want to reduce financial stress? Here's some free help.

Paying down debt has become a professional mission of female empowerment for Bernadette Joy, but the coronavirus has shifted her thinking on how to help women relieve financial stress.

Financial independence for you can start with just $50 per month. It’s all a matter of taking the first step.
07/24/2020

Financial independence for you can start with just $50 per month. It’s all a matter of taking the first step.

Like many first-generation Latinos, I had to learn about investing all on my own. Now I’m on track to save $1.6 million.

Financial independence for you can start with just $50 per month. It’s all a matter of taking the first step.
07/24/2020

Financial independence for you can start with just $50 per month. It’s all a matter of taking the first step.

Like many first-generation Latinos, I had to learn about investing all on my own. Now I’m on track to save $1.6 million.

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New York, NY
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