The first meeting costs nothing, and you don't have to hire us after it.
This is a demonstration website; nothing here is investment advice.
37-32 61st Street, Woodside, NY 11377
About
Five fictional people, each described by the part of a plan they work on, and none by a letter after a name.
AI-generated illustration. Not a real home or business.
A role, the subjects each person takes, a language where there is one, and two lines on how they work.
Five people work here: a founder who is also a planner, two more planners, an associate planner who prepares drafts, and an office manager. They are fictional. A real practice's planners are registered investment adviser representatives whose records you can look up at adviserinfo.sec.gov; nobody here is described by a registration, an exam, a certification, a school or a number of years, because none of them is real.
AI-generated illustration. Not a real home or business.Founder and planner · Also meets in Spanish
Writes retirement and household plans, and holds most first meetings herself.
Inés asks what a household wants before she asks what it has.
Inés reads every plan aloud with the people it is for before it is final.
The picture is a still of a desk, not a portrait. The person is fictional.
AI-generated illustration. Not a real home or business.Planner · Also meets in Bengali
Writes plans for small-business owners and for households that support family abroad.
Farhan keeps the business's money and the household's money on separate pages, because they are different questions.
Farhan writes down every assumption a plan makes, so a client can disagree with it.
The picture is a still of a desk, not a portrait. The person is fictional.
AI-generated illustration. Not a real home or business.Planner · Also meets in Tagalog
Writes plans for people who work for the city and for families saving for a child's education.
Marites lists the questions for a pension system in the order the system's own forms ask them.
Marites keeps a plan to the few decisions that matter this year.
The picture is a still of a desk, not a portrait. The person is fictional.
AI-generated illustration. Not a real home or business.Associate planner
Gathers the documents a plan needs and prepares its first draft for a planner.
Owen asks only for the documents a plan will use, and gives each one back.
Owen checks every figure in a draft against the document it came from.
The picture is a still of a desk, not a portrait. The person is fictional.
AI-generated illustration. Not a real home or business.Office manager
Answers enquiries, arranges meetings and keeps every agreement and bill in order.
Beatriz replies to every enquiry on the day it arrives if the office is open.
Beatriz sends every bill with the agreement it comes from.
The picture is a still of a desk, not a portrait. The person is fictional.
The same few people at every step, so nobody has to explain a household twice.
Beatriz replies to it and arranges the first meeting, at the office or by video.
Usually with Inés. If you would rather meet in Spanish, Bengali or Tagalog, it is held with the planner who speaks it.
Beatriz keeps it on file, and every bill you receive is sent with it.
Owen asks for the ones the plan will use and no others, and gives each one back.
Owen prepares the first draft; a planner writes the plan and goes through it with you at a meeting.
Meetings can be held in English, Spanish, Bengali or Tagalog, with the planner who speaks it. Written plans are in English.
Inés meets in Spanish; Farhan meets in Bengali; Marites meets in Tagalog.
Money is often talked about at home in one language and written down in another. A meeting in the language of the kitchen table means the person who will live with a decision hears it explained in their own words, even when the plan itself is written in English.
Real planners in New York must pass a securities law exam, or hold one of a short list of professional certifications that New York accepts in its place, before they may register. The planners described here are fictional and hold no exam result, certification or registration, so no letters follow their names.
A page about the people at a real practice would say what each of them has passed or holds, and the public record would show the same thing. This page cannot, so it describes the work each person does, and it tells you where to check the people at a real practice before you meet them.
You can look up any real adviser, and the people who work for it, at adviserinfo.sec.gov, the SEC's public database, which covers advisers registered with a state as well. A real practice gives you its name exactly as it appears there; this demonstration practice will not be found, because it does not exist.
A first meeting costs nothing, gives no advice and asks nothing of you afterwards: about forty-five minutes, at the office or by video. The office replies in office hours.