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Who I Work With

Something deep inside is calling you to make a change.

The roles that defined you have shifted, or are no longer satisfying. In the past few years, you find yourself motivated less by social striving and competition, and more interested in forging connections and finding meaning.

But you are uncertain. You question whether it’s possible to reinvent yourself while meeting responsibilities and making ends meet. You have been a significant earner, or perhaps the only breadwinner of your family and worry:

“What if I disappoint the people who depend on me?"

"What if I disappoint myself?”

Who I Work With White Plains, NY True Abundance Advisors

You resist letting go of the identity that defined you for so many years, especially when it’s not yet clear what will replace it. You may be overwhelmed by everything you need to consider, and may not even be sure what the right questions are or what decisions you need to make.

Who I Have Helped

Who I Work With White Plains, NY True Abundance Advisors

Changing Career Direction

Sue was in the c-suite of a large multinational bank. Her role was meaningful and gave her great satisfaction, but the long hours and travel were impacting her health and taking her away from family.

She wanted to leave, to slow down, perhaps start her own consulting practice, but wasn’t sure if she could afford it. She valued time with her family, which included the ability to fund amazing vacations and other shared experiences.

We worked together to align her money with her values, which helped her decide to leave her employer and start a consulting practice. Fast forward a number of years, and she was hired full time by one of her consulting clients. Now we are revisiting her financial plan, to help her decide when she can retire.

I am guiding Sue in a changing landscape, as the meaning she wishes to create with her money evolves and changes.

Retiring comfortably

Charlotte & Steve had lived within their means for years. Their frugality, and the fact that they both had pensions, meant that they could retire and live comfortably. They are, literally, the millionaire next door.

Steve was retired when I met him and wanted his wife to retire as well. Charlotte grew up financially insecure, and was too anxious to retire. In fact, she was a teacher and despite having more than enough money in the bank she worried every summer that she wouldn’t have enough money to get through it. Even though she always did.

Working together, Charlotte began to understand the strength of her financial resources and to find the emotional ability to retire. Understanding her money story was key to helping her feel safe and secure.

Who I Work With White Plains, NY True Abundance Advisors

Leaving my Wall Street career to found True Abundance Advisors was an exciting, and scary, life change. My most successful clients share these character traits that helped me navigate the transition:

A belief in possibility

An ability to embrace change

An understanding that life is a journey, not a destination

An interest in lifelong learning and growth

If This Sounds Like You

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