We help you plan for the time of your life!
Welcome!
Financial planning doesn’t have to be complicated, boring or unattainable. And you don’t have to be a millionaire to need a financial plan. A financial plan can:
Help you define your life goals
Establish a blueprint to fulfill these goals
Provide advice and tools to set you on the right path towards success.
Working with a financial advisor who listens, considers your lifestyle and needs, and can analyze how your cash flow, savings and assets can work together is key. Not only can we develop the plan with you but we can also act as your accountability partner on this journey.
Hi, I’m Lena
I’m a financial advisor with 20+ year financial industry experience. My mission is to provide education and guidance to help clients fulfill their life goals through strategic financial planning.
Working together, I can help you
Clarify your values
Develop and refine your spending & savings plan
Identify financial strengths and weaknesses
Define risk tolerance and investing strategies
Provide cash flow projections and a customized & adjustable financial plan
Access to financial education and wellness
My commitment to clients :
Advocacy.
My commitment to my clients means that I will work to understand what is important in your lives—and help you to prioritize and work towards these goals.
Accountability.
Developing a financial plan that includes and impacts all the corners of your life means that we build it together and stay committed.
Authenticity.
You bring your true self to your work, family, friends and interests—as do I. This should be reflected in the work we do together
Aspiration.
Life is long and short. Let’s make the most of it.
I work with clients in various stages of life including:
Success-driven professionals
Fierce entrepreneurial women
Growth-minded business owners
Creatives
Gen-Xers seeking retirement planning guidance.
The 2nd NYC WOMEN IN BUSINESS BUSTING BARRIERS panel was a blast! What a fabulous lineup of women with NYC-based businesses who shared stories of struggles and success in business! More about this year’s lineup here…
ICYMI…
If you missed the 3rd Hudson Valley Women In Business Busting Barriers in Beacon, NY check out the fabulous lineup of trailblazers and the evening’s highlights! I was thrilled to be joined by Filomena Fanelli, Barbara Fisher, Lauren Zilahy and Cecille Castillon-Weinstein for an evening of wisdom, wit and wild stories of risks and rewards!
JOIN US FOR THE NEXT MONEY SPEAKEASY
According to a recent Bank of America study, over $30 trillion dollars is expected to be transferred to women over the next decade. Yet in general, women tend to be more conservative investors, or generally lacking in confidence when it comes to money and finances.
How to fix this? We believe the best way to get comfortable with money is to get comfortable TALKING ABOUT money! We all have different levels of education, experience and advice when dealing with our finances and investing—why not share the wisdom?
If you live in the Hudson Valley or NYC, we have created a safe and engaging space to meet other ambitious women, talk about money and investing, share business experiences, and hear how other people are navigating their lives in this market and economy. We meet monthly at a business location for a cocktail and lively discussion on anything LIFE-LOVE-BUSINESS within the context of MONEY.
In the Hudson Valley: Join me and Cadah Taylor, owner and curator at Poor George in Cold Spring, NY every second Tuesday evening of the month in her gorgeous space for bespoke cocktails and a lively roundtable with friends!
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In NYC, join me and Tamar Vezirian, owner of Gotham Glow Airbrush Tanning Salon as we host The Morning Money Speakeasy. We meet at The Lounge in her salon the second Saturday morning of every month, Start your weekend with a mimosa and financially empowering conversations with your friends and peers—yoga/brunch can wait!
Cadah Taylor, the ladies of the HV, and me just talking money on a Tuesday evening!
2023 was awesome!
Thanks to YOU …
WE WON!!
THANK YOU for voting me BEST FINANCIAL PLANNER in the Hudson Valley for Chronogram Magazine in 2023! This annual competition recognizes the top businesses and services in the area—this was a competitive category and I can’t be more excited and honored to earn this award! I am so proud to serve this vibrant, entrepreneurial, innovative and AWESOME community!
SO grateful to work in this awesome community!
If you missed the Summer Financial Series, you can tune in anytime. Click Retirement Planning for Gen-X and Millennials for the latest video.
We discuss 3 retirement realities plus:
Am I on track for retirement?
Can saving, investing and compounding still impact my nest egg?
Will Social Security be there when we need it?
When to consider long term care?
