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Future Perfect Planning

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Future Perfect Planning

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Reviews (5)

  • Seeking advisor for help living in and affording Brooklyn as a family

    We found Cristina of Future Perfect Planning to be very helpful. She’s practical, straightforward, and fee-based, with no asset minimum I’m aware of. You can find her info here: https://www.futureperfect.nyc/about-me
  • Financial Planner

    I like Cristina Guglielmetti at Future Perfect Planning. She's a friend, but she's also done our planning.
  • Financial Advice

    We 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/fiduciary

    We 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 Finances

    I 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.

 

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