Take control of your financial future!
Our Brand
Hey, I’m Alexandra — a financial consultant dedicated to helping individuals and small business owners make confident, informed decisions with their money to best match their short and long term goals.
With over five years of experience in financial planning, budgeting, and strategy, I’ve worked with clients from all types of backgrounds throughout the Hudson Valley — from entrepreneurs navigating startup challenges to families planning for their future. My mission is simple: to simplify finances and empower you to take control of your financial life.
I graduated from Marist College located in Poughkeepsie, NY as a Business Administration major, dual concentrations in Finance and Entrepreneurship, and a minor is Accounting. I also recently returned to school at SUNY Empire to complete my Accounting courses and have begun my journey getting my CPA.
I believe that financial advice should be clear, practical, and tailored to your unique situation — not full of jargon or one-size-fits-all solutions. Whether you're trying to reduce debt, grow your savings, or take your business to the next level, I’m here to guide you with honesty, clarity, and a plan that works.
When I’m not crunching numbers or building strategies, you’ll find me at a Mets game, hanging with my family (especially my grandma), watching soccer, or renovating my newly purchased first house.
Ready to take the guesswork out of your finances?
Let’s yap and save!
FAQs
Can I buy both Small Business and Personal Financial Services?
Yes! You can create a consulting plan with both Small Business and Personal Financial services booked. A bundle for both services can be offered upon request.
Who do you work with?
I work with both individuals and small business owners. Whether you’re trying to get out of debt, plan for your future, or grow your business, I offer innovative strategies to meet your specific needs.
What is financial consulting?
I like to say financial consulting is just a “money coach.” We teach clients basic financial stepping stones as well as help people navigate the best financial options for clients. Overall, financial consulting is a professional service that helps individuals or businesses improve their financial health, make informed decisions, and plan for the future.
Is financial consulting just sales?
No, financial consultants actually do not sell financial products (like insurance or investments) nor do they make profits off of clients buying financial products. Our job is solely to provide objective and information advice, tailored to your personal needs.
What is the difference between financial consultant and financial advisor?
The terms are often used interchangeably, but financial consultants typically focus more on planning and strategy, rather than selling financial products. The services provided are objective advice, not commissions-based recommendations.
Is this service confidential?
Absolutely. Your privacy is a top priority. All information you share is kept completely confidential.