Are you concerned about making money mistakes that you can't recover from? Afraid of doing something wrong that could hurt your kids and sabotage your own financial future?
We help our clients manage their money effectively and efficiently, so that they have the highest probability of living the lifestyle they want. This helps them feel confident, knowing they can provide for their kids through college and secure their own financial future.
You'll get recommendations made without the bias of product commissions, as my client.
For those who are looking for a trusted advisor to help you make smart choices about your money during your life, for now and beyond. And expand the conversation to position emerging adult family members for financial independence.
Experience a family financial conversation to explore what is possible. Get on the same page. Discuss the details of what taking additional financial responsibility will mean. Articulate priorities important to each family member.
Let's start the conversation to enhance the future of emerging adult family members.
For those who are looking for a trusted advisor to help you make smart choices about your money,
Enjoy the highest probability of having funds when you need/want them to do what is most important to you once we create your personal financial strategy to manage your money effectively and efficiently.
While many clients engage subject matter experts,
a Trusted Advisor who is collaborating across these subject areas, as appropriate,
delivers a standard of care many have yet to experience.
You'll be glad to know that our firm vets our partners and will connect you with subject matter experts, if needed, who will serve you at the highest levels.
To manage your money efficiently and effectively with our In Sync for Success Money™ system.
Louise is a CERTIFIED FINANCIAL PLANNER™, and brings over three decades of finance experience to Financial Spyglass®. Previously, Louise worked with JPMorgan and predecessor banks. Her personal experience during an estate settlement process inspired her to start her own comprehensive financial planning firm in 2005 to deliver a level of service that she believes her clients deserve. She lives the advice she routinely gives to clients to maintain a balanced and high quality of life, in order to spend more time with her family, friends, and in her community.
Louise enjoys helping people make smart choices about their money for the reasons that are important to them. This not only identifies long range goals, but assists them in exploring the values upon which they are based. Her clients appreciate the clarity and simplicity that come from working with a trusted advisor who serves as the head coach of their team of professionals, orchestrating the individual expertise of each subject matter expert for their benefit. They also appreciate the coaching and accountability culture Louise brings with regard to the implementation of the recommendations of the entire team. She embraces the philosophy outlined in Values Based Financial Planning – the Art of Creating an Inspiring Financial Strategy written by Bill Bachrach.
Louise draws on her professional experience, as well as her education from Middlebury College in VT, NYU’s Stern School of Business in Manhattan, and welcomes the continuing education opportunities required to maintain her CFP® designation and XY Planning Network of fee-only advisors. Louise possesses the skill for what she believes is essential in today’s financial climate: Having the ability to coordinate and orchestrate the necessary members of the client’s Deliverables Team. Developing, implementing and coordinating the overall financial plan is Louise’s specialty. She is a member of the NY Financial Planning Association, the executive board of the Rye Chamber of Commerce, and quietly supports other probono and philanthropic efforts.
Louise met her husband, G.B. racing International One Designs on Long Island Sound. They married and settled in Rye in 1994. They have a son, Hutch pursuing a degree in engineering at the University of Pennsylvania and daughter, Brakeley, a rising senior at Boston University's Questrom School of Business. Hutch and Brakeley both started rowing at Greenwich Water Club and have each represented their teams at the Head of the Charles and Youth Nationals. The family lives in Rye with their springer spaniel, Skip. The entire family enjoys all that Rye has to offer, spending time in Rhode Island, and winter skiing in Telluride. Happy times for Louise include celebrating with clients, family and friends, as often as possible; and dancing with GB.
Email Louise at firstname.lastname@example.org