Choose the one that sounds like you to see a typical client situation and how I help.
Before I became a financial planner, I worked for the Boston Red Sox. While I was there, I kept noticing how confused most people felt about their finances, and how few of them had anyone to ask for a straight answer. That's what originally pulled me into this work.
I became a CERTIFIED FINANCIAL PLANNER® professional in 2022. In 2024 I became an Enrolled Agent, a tax credential granted by the IRS, because I wanted a deeper understanding of tax. So many planning questions turn out to be tax questions. Whether to do a Roth conversion this year, or when to sell a block of RSUs, usually comes down to what it does to your return.
Today I work with clients in New York City and across the country as an independent, fee-only fiduciary. I don't earn commissions. My fees are straightforward: a percentage of the assets I manage, or a flat fee for a one-time plan. Either way, you'll always work with me directly.
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In our complimentary 30-minute meeting, I’ll introduce myself, share our firm’s philosophy, and walk you through our client engagement process. You will share with me your goals and priorities, and together we will determine if our services are the right fit for your needs. If we agree there’s a good match, we’ll move forward to the first planning meeting.
In this meeting, I’ll take the time to understand your unique financial situation and we’ll also gather any relevant financial documents you’re comfortable sharing, such as bank and brokerage statements, tax returns, insurance policies, and estate planning documents. If we both decide to move forward, we’ll formalize our partnership with a signed client agreement at the conclusion of this meeting.
In this meeting, I’ll present the comprehensive financial plan I’ve prepared based on your goals and financial situation. We’ll review how your objectives align with the plan, discuss your current financial position, and address any questions you may have. I’ll also provide tailored recommendations around savings, investments, and tax-efficient strategies. If we’re aligned, we’ll begin implementing these recommendations.
Meet with a CFP® professional for a free 30-minute intro call.
Plain-English explanations of the tax and planning questions my clients ask most.
Email: cw@willcoxwealthmanagement.com
Phone: 978.888.3012
Address: 33 W 60th Street #231, New York, NY, 10023
Advisory services offered through Willcox Wealth Planning LLC DBA Willcox Wealth Management, an investment adviser registered with the state of New York. Advisory services are only offered to clients or prospective clients where Willcox Wealth Planning DBA Willcox Wealth Management and its representatives are properly registered or exempt from registration.
The information on this site is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable. The information on this site is provided “AS IS” and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk.
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