Central Park Financial Planning LLC
About Central Park Financial Planning
Central Park Financial Planning is a New York City fee-only financial planning firm that specializes in comprehensive financial planning for individuals and families under an open retainer model. We work with clients who want to develop a more secure future while meeting their personal goals.
Holistic Approach
Our advice addresses your particular financial concerns while enhancing the decisions surrounding all aspects of planning including:
- Education planning
- Retirement planning
- Investment planning
- Tax planning
- Insurance planning
- Estate planning
Educational Orientation
Our objective is to help you better understand the implications of different potential decisions. We take an educational approach and while we have the ability to assist you in managing your investments, we leave you in control of the ultimate decisions made.
Low-Cost, Passive Investment Philosophy
Academic studies have shown repeatedly the benefit of active investment management does not justify the additional cost. Rather, clients are best served by ensuring that their investments are consistent with their risk appetite and personal goals, are tax-efficient, provide adequate diversification and are cost-effective. We integrate effective financial planning with a combination of index-funds and exchange-traded funds (ETFs) to assist clients to meet client’s ultimate objectives
We integrate a consultative mindset with a caring approach to empower clients to discover and gain control of the essentials of their financial future.