I recently met with the founders of New Leaf Financial Advisors, Patti and Hilary. I really wanted to talk with them to learn a little bit more about their business and how they can help my readers. Their goal as a company is to provide a balance between education and guidance for their clients to gain knowledge over their finances, leading to a greater well being. No matter who in your family is in charge of the finances, I feel like there are always questions….Patti and Hilary are an incredible wealth of knowledge. They hold complimentary workshops at Serendipity Labs in Rye with very interesting, relevant topics. The invite to their next one is below…In the meanwhile, here are some very interesting topics they will be discussing with us on future posts/workshops. Definitely take a second to check out their website.
Things we will be discussing with Hilary and Patti…..stay tuned (and more to come)
– Estate Planning.
– Financial Planning after a life change.
– How will your doctor going concierge affect your finances?
-Is your portfolio diversified enough?
-Taxes, Taxes, Taxes.
-Helping our high school/college age/recent grads learn to financial plan and budget.
– Credit Score 101, for all ages.
-Retirement Planning.
-Clever ways to save a little bit of money each month.
