Future Perfect Planning
Financial PlannerI like Cristina Guglielmetti at Future Perfect Planning. She's a friend, but she's also done our planning.
Financial AdviceWe just had a similar situation and decided to go all in and work with a financial planner. The first one we used was not great, but the second we found through a PSP referral (can’t remember if it was a thread or a presentation)- Her name is Cristina and her website is: https://futureperfect.nyc She is very patient, her information is very digestible, and she definitely told us a lot of things that we hadn’t considered and hadn’t found through books/ online research. Cristina can also be as involved as you want. Bonus, she is also a mom! (November 2019)
ISO: private wealth manager/fiduciaryWe have used Christina from Future Perfect Planning LLC (https://futureperfect.nyc) and she has been great. Fee based independent fiduciary with wide range of services.
Financial Planner for Someone Without Many FinancesI highly recommend Cristina at Future Perfect. https://futureperfect.nyc/ She’s really good at fitting your resources to your goals, however big or small either may be.
Some of the listing features are available only for registered users. Please login to view all listing details!