We're a modern financial planning company based in Flatiron, nyc

We believe physical health and financial heath are intrinsically related. That's why we're excited to teach you about financial fitness!

Being financially fit means achieving balance, decreasing stress and becoming empowered by your finances no matter where you're starting from. Our Certified Financial Trainers work one-on-one with clients to outline & achieve their financial goals and be their on-hand money experts.

What's included:

  • Financial goal discovery and setting
  • Credit card help & best practices
  • Credit building
  • Emergency fund construction
  • Savings planning
  • Budgeting for your lifestyle
  • Mortgages & student loan debt rebalancing
  • Retirement planning
  • Investing know how and guidance
  • Account management and tracking

You can Learn more about our training options or client experiences in advance of our lunch & learn with you on September 28th.

Or check out the Martinis & Your Money client happy hour podcast, by our founder Shannon McLay.

Any questions, feel free to reach out below!

Fill out the form below and we'll be in touch shortly!

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