THE WAY YOUR FINANCES SHOULD FEEL
I believe your money is a tool to help you live a meaningful and fulfilling life
What You’ll Get
Stress Relief
Worrying about money doesn’t feel good. Sometimes it makes us feel queasy just thinking about it. With empathy and non-judgment, I help remove that worry.
Organized
Like most people, your financial life probably isn’t in perfect order already. That can lead to mental clutter. I get you organized and remove that clutter.
Accomplished
You or your spouse may have a list of financial to-do’s you’ve been meaning to do but life gets in the way? I help you go from “We’ve been meaning to do this” to “We got this done”
Time Back
It’s simply not true that everyone should be good with finances. Instead of spending hours researching topics that don’t interest you, save time so you can enjoy things that do interest you.
Healthy Talk
When was the last time you had a good conversation with someone about finances? Americans don’t have good conversations around money, and that causes problems. I help facilitate healthy conversations around money
Growth
I help you answer the question “How much is enough?” and help you get there.
I Help People.
Personal finances can often become overwhelming, and knowing what’s best for your individual situation can be hard to come by. I also understand that much advice found on the internet might not apply to your specific situation.
That’s why I’ll always put your needs and interests first. I commit to keeping things simple, listening with empathy and non-judgment, and holding to a Fiduciary standard.
My Services
Based in Brooklyn, NY, I provide in-person meetings across the New York City Metro area and virtual meetings across the United States.
I offer Financial Planning and Investment Management services with no minimums. While I am able to service anyone, I specialize in serving young families, single parents, and first-generation young professionals. (See examples below)
Ideal Clients
Below are examples of the typical clients that I serve. None of the examples below are actual Twelve Two Capital clients. Rather, their stories represent the backgrounds, issues, and solutions across all of Twelve Two Capital’s client base.
August and James: First-time parents
Ivy - First generation young professional
Monica - Single mother with a 4 year old son
“Financial health is having a balanced, comfortable relationship with money.”
— Dr. Brad Klontz, Psy.D, CFP®
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