Free Financial Assessment

Discover Where You Stand and Where You Can Grow
Our free financial assessment is a no-obligation, one-on-one session designed to help you get a clear picture of your current financial situation. Whether you're looking to protect your family, reduce debt, build savings, or plan for the future, this assessment will provide personalized insights and guidance tailored to your goals.

You’ll walk away with a better understanding of:
✔ Your income, expenses, and spending habits
✔ Areas to improve your financial health
✔ Strategies for building long-term security

This is your first step toward financial confidence—no cost, no pressure, just clarity.

To book an appointment please give me a call at 845-866-0515 or send me an email at rcerda01@ft.newyorklife.com