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.
Louise, a solopreneur, founded Financial Spyglass®, to deliver a level of service that she believes her clients deserve. She enjoys helping people make smart choices about money for the reasons that are of value to you. Her clients appreciate the holistic REAL life financial planning style and the way Louise selectively partners to deliver a higher standard of care for her clients, with
1. Professionals also prioritizing Clients' net after tax income for spending and goals over time
2. Clients' preferred insurance, legal, and tax professionals
3. High caliber continuing education resources to exceed the ongoing requirements for her
a. CFP® professional designation
b. RLP® professional designation
4. Advicers in top tier communities including XYPlanning Network, NAPFA, Kitces.com
Louise's personal experience during an estate settlement process inspired her to start her own comprehensive financial planning firm in 2005, to offer a better client experience. Louise quietly supports businesses, pro bono and philanthropic efforts making a difference.
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 his career in technology at Cognizant and daughter, Brakeley, pursuing her career with Agritecture. The family, including Winne, their springer spaniel, enjoys time together online, in Telluride, Colorado, Rhode Island and beyond. Happy times for Louise include celebrating big and small moments, as often as possible, with clients, family and friends; and dancing with GB.
Financial Planning and Investment Advice offered through The Art of Your $trategy LLC, a New York State Registered Investment Advisor, d/b/a Financial Spyglass® Copyright © 2005 - 2023 Financial Spyglass® - All Rights Reserved.