Kurt FinkbeinerWealth + Life Management
Let’s be frank about where you stand and then decide what you need, what you want, and how to get it.
We help you navigate the risks and rewards affecting your future.
Side by side with you, we monitor, organize, and manage your life choices and their financial consequences.
What’s that mean in plain English? The answer is different for every client. Without knowing you and your aspirations, the best software in the world falls short.
We coach, counsel, analyze, design, and implement as you invest, discover, and grow. We manage your assets with straightforward honesty, guiding your financial and personal progress.
Plain and simple: know your now and rule your future. You take tiny invisible steps before you even know it. A health crisis. An unforeseen debt. An inheritance. A milestone birthday. Job loss. Promotion. Retirement. Then what? You take action.
You make the call. Or send the email. You begin the conversation.
Know your now. Find out what you have, what you need, what you want, and how to get it. This isn’t just numbers. It’s a reality check on many levels: finances, resources, challenges, health, family, work. We’ll do two important things: keep you honest and guide you.
Rule your future.℠ Define your goals and aspirations. Learn what it takes to get there. Discuss a plan. Confer with us. Revise it. "Publish" the plan. (Put it in writing.) Start executing your plan.
I’m here to lower the temperature, lessen the anxiety, and provide doses of sanity and security for your financial future. No magic wand or crystal ball. Just straight talk and sound advice – all based on my decades of experience in working with people just like you. Whether you’re an employer or employee, I’m here to help you make good choices for you and your family.
Since town criers don’t exist anymore, we’re offering our newsletter of relevant info, tools, and tips.
6075 E Molloy Rd.
Syracuse, NY 13211