SERVICES DESIGNED AROUND you
We offer services to fit your needs ranging from consulting, to comprehensive financial planning and asset management, to a collaborative partnership with you and your financial team.
FINANCIAL PLANNING OPTIONS
FINANCIAL CONSULTING
We offer unbiased, fee-based financial consulting designed to fit your unique needs. Unlike advisors with incentives to push specific products, we operate independently, providing impartial guidance without the requirement of managing your assets or earning commissions from investment recommendations. Whether you prefer to DIY or keep your investments with your current advisor, we offer flexible options, including hourly consulting or flat-fee financial planning. Our role is to deliver expert analysis and strategic advice based on your individual situation, ensuring you receive transparent, objective guidance focused solely on your financial well-being.
ASSET MANAGEMENT
We offer expert asset management services for clients seeking professional portfolio oversight. Through our advanced technology platform, we deliver personalized investment strategies, regular portfolio rebalancing, and continuous monitoring to ensure alignment with your financial goals. Our flexible approach allows you to choose the level of involvement that suits your needs—whether you prefer full management, collaborative guidance, or advice to complement your existing strategy. Our focus is to support your financial journey in a way that works best for you, tailoring our services to meet your unique preferences and objectives.
WHAT MAKES US different THAN ALL OF THE OTHERS
WHY WORK WITH US
We believe your financial journey is more than just numbers—it’s a story. Rather than focusing solely on your current account balance, we take the time to understand your financial history, values, and goals. Our empathetic, client-first approach ensures that every strategy we design is rooted in your best interest. By thoughtfully listening to your aspirations and leveraging our expertise, we craft personalized solutions that help you achieve long-term success and peace of mind.
OUR FOCUS
01 / get to know YOU
02 / prepare the PATH
03 / enhance your SUCCESS
OUR FOUNDER, MELISSA IS A CFP® AND A MEMBER OF THE FINANCIAL PLANNING ASSOCIATION. AS A CFP®, MELISSA HAS PASSED THE CFP® BOARD CERTIFICATION EXAM, ACQUIRED THE NECESSARY YEARS OF EXPERIENCE, AND PLEDGED TO ACT AS A FIDUCIARY, ALWAYS PUTTING YOUR BEST INTERESTS FIRST.
HONEST FEES & PRICING
CLARITY IN EVERY STEP
Transparency is the foundation of any strong relationship, and trust is the true currency of success. As financial consultants, we believe in open conversations about our fees and pricing, ensuring you always feel comfortable and informed. Our approach is simple and direct, fostering a practice where honesty and alignment with your financial goals are at the forefront of everything we do.
EXPERIENCE AND KNOWLEDGE
YOU CAN trust
CERTIFICATIONS
Through rigorous study and industry expertise, Melissa has earned certifications that enhance and support her knowledgeable advice and guidance.
Certified Financial Planner®
Accredited Behavioral Finance Professional
Member of Financial Planning Association
Certified Divorce Financial Analyst®
Long Island Collaborative Divorce Professionals
HONORABLE MENTIONS
In addition to providing insightful counsel directly to her clients, Melissa’s enlightening recommendations are often included in articles on prominent media outlets.
FINANCIAL PLANNING SOLUTIONS
In addition to our extensive industry expertise, Mindful Financial Partners leverages award-winning Fintech to create financial plans and manage plan assets.
LET’S START A CONVERSATION
ARE YOU READY TO TAKE THE first step?
