Financial Organizer
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Five Hours With Financial Organizer Leslie Meyers!
Starting a new business venture? Close to retirement? Becoming an empty nester? Want to make life changes? Are your finances organized to meet your goals?
Leslie Meyers, Financial Organizer, can help clients better understand their personal financial picture and help achieve their goals. She has found that most people don't have the time needed to review their finances in depth - that's where Leslie can help?
Leslie Meyers has been in the financial services and wealth management business for nearly 30 years. She spent 10 years at Bessemer Trust Company and the last 11 years working as the Family Office Manager for a wealthy NYC family.
Some areas where Leslie can make a difference include:
- Budgeting & Cash Flow
- Record Keeping
- Retirement Planning
Donated By Leslie Meyers