Larissa brings the experience of twenty years with Merrill Lynch, serving with their top brokerage team. Since earning her Certified Financial Planner™ status in 2002, she has designed over 75 financial plans and counseled clients through market booms and corrections. As an independent fee-only planner, Larissa uses cutting-edge resources to give unbiased advice.
Larissa emphasizes action. She aims for more than the bound planning document that sits on a bookshelf. Start with a complimentary thirty-minute conversation. Next, over the course of five meetings, cover ten topics: budgeting, cash flow and savings, portfolio analysis, retirement planning, education planning, insurance and employer benefits, taxation, estate planning, debt management, and real estate. After each meeting, Larissa sends a detailed summary with her analysis and specific next steps. She works with you to execute those items. After the fifth meeting, your plan will be active.