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(866)-635-8518

Your Advisory Team

Your dedicated and experienced team of New Jersey based fee only financial planners and coaches has only one agenda.  Your financial success.  Give us a call and see how we can help you achieve all of your financial goals!  

James Kinney

James Kinney, CFP

Certified Financial Planner

(866)-635-8518 x701

[email protected]

Jim is an experienced and dedicated Certified Financial Planner with over a decade of financial planning experience. He is a member of the Financial Planning Association and the National Association of Personal Financial Advisors (NAPFA).  

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Luba Globerman

Luba Globerman

Certified Financial Planner

(866)-635-8518

[email protected]

Luba has been a Certified Financial Planner certificant since 1995. She is particularly passionate about working with single women who have gone (or are going through) life changing events such as divorce, widowhood, etc.  

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Laura Kinney

Laura

Financial Coaching

(866)-635-8518

Laura is a Certified as a Master Financial Coach by Ramsey Solutions. She is also a Transformational Life Coach. Laura coordinates and runs our financial coaching program, which helps clients get their financial lives on track.
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