We help individuals, families and young professionals organize their finances, create a plan and build a process to achieve financial peace of mind.
Education, Understanding, Simplicity & Fun
We are there to support you as you proceed along your journey
Education
We educate you along the way so you gain independence and confidence surrounding your financial life.
Understanding
While education is very important, it is equally important that you understand what you're doing in your financial life.
Simplicity
In a complex world, simplicity is at the root of our thinking.
Technology
We help you use and understand technology to build a sustainable process.
Accountability
We help add accountability so that you have a higher probability of success.
Fun
It's also important to have fun along the way.
Financial security is within reach when we work together
MLS Financial Planning is a fee‐only financial planning firm located on Long Island (Massapequa, NY), specializing in helping people make better financial decisions through education, guidance and becoming their ACCOUNTABILITY COACH.
Together we’ll help you create a system and financial planning process where you can:
- Gain clarity on your financial future
- Take control of your cash flow
- Develop a realistic savings plan
- Feel less stressed about money
We teach clients to use money as a tool to balance today’s pressing needs with tomorrow’s dreams.