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General New York

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Professional Financial Planning with Goal Based Investing
General - New Windsor (New York) - March 11, 2026

Goal based investing is a strategic approach that focuses on aligning your investments with your personal financial goals. Instead of simply chasing market returns, goal based investing helps individuals plan their finances around specific objectives...
409A Valuation Startup
General - Albion (New York) - February 2, 2026

With two decades of expertise in 409A valuation services, I help startups secure accurate fair market valuations (FMV) for compliant and strategic equity planning. I specialize in guiding founders on setting the right stock option strike prices, ensu...