Do you need to create a budget or understand your current spending? We can conquer your personal finances together.
One of the most difficult but essential things to do when going through a divorce or other life change is to accurately identify how much money you spend and need to live on.
I've been doing this for myself and others for over 25 years. My approach is flexible depending on your needs, and I can use tools such as Quicken & Excel, or pencil and paper.
Working together we will analyze your current spending and generate the information you need. You will walk away from our time together empowered and with concrete information you can act on.
I've been doing this for myself and others for over 25 years. My approach is flexible depending on your needs, and I can use tools such as Quicken & Excel, or pencil and paper.
Working together we will analyze your current spending and generate the information you need. You will walk away from our time together empowered and with concrete information you can act on.
Here's a sample of what we might create together:
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Divorce is such an excruciating process but working with Karen enabled me to deal with the stress of the financial aspects in a way that made it so much less daunting and moved things forward more efficiently so I could focus on my more on my children and my own job. I’m grateful to have Karen on my team to get through this!
Westchester, NY
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Karen entered my life when I was struggling with the trauma and emotional pain of divorce. The financial piece of this unexpected life change was daunting and scary. While the first and maybe most important step in my collaborative divorce was to prepare a budget reflecting living expenses, I had no idea where to begin and not motivation to do so. I wasn’t a “financial person” and had no idea how to think about, process, gather and record this information.
Karen sat at my kitchen table and comfortingly and patiently began the process of compiling the financial pieces of my life. She is the perfect blend of no-nonsense financial savvy and empathic and supportive friend. With incredible competence, patience and kindness, Karen skillfully walked me through this unpleasant process. With her help, I not only compiled an accurate budget that would serve as the basis of my financial picture going forward, but began to understand my finances and how to manage them for years to come. I simply could not have gone through this process without Karen. There were other wonderful professionals I relied on through my divorce, but nobody had my back quite like Karen.
Karen sat at my kitchen table and comfortingly and patiently began the process of compiling the financial pieces of my life. She is the perfect blend of no-nonsense financial savvy and empathic and supportive friend. With incredible competence, patience and kindness, Karen skillfully walked me through this unpleasant process. With her help, I not only compiled an accurate budget that would serve as the basis of my financial picture going forward, but began to understand my finances and how to manage them for years to come. I simply could not have gone through this process without Karen. There were other wonderful professionals I relied on through my divorce, but nobody had my back quite like Karen.
L.S., New York
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Karen’s thoughtful and expert analysis gave me the reassurance I needed during a very turbulent time. After our conversations, I there was no doubt in my mind about my ability to handle my finances on my own.
KS, New York
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We Will Get You Organized!