Your first step to financial freedom is gaining
clarity on your goals and what it will take to get there.
Robert Lowenwirth
Robert is an experienced, trusted finance partner with professional experience driving financial activities and collaboration in real estate, development and facility management operations.
His expertise ranges from oversight of financial operations, reporting, planning, expense management and transformations to vendor management and financial guidance during construction, operational projects and strategic decision support initiatives.
Robert holds a Master of Business Administration (MBA), Finance and a Bachelor of Science (BS), Managerial Sciences, Accounting both from Manhattan College.
Jonathan Farrell
Jonathan is a software developer with a passion for innovative digital experiences, design, and user behaviors. A self taught financial guru with a "proof is in the pudding" mentality, Jonathan has emersed himself in the world of personal finance since his teenage years.
Jonathan spent eight years in NYC FinTech leadership roles, managing high profile projects including the creation and maintenance of external APIs and building industry leading financial news sites that saw hundreds of thousands of unique visitors monthly.
Jonathan holds a Bachelor of Science (BS), Computer Science from Stony Brook University.
All Plans Include
- A 1-hour goal-setting meeting with your trainer
- A second meeting to review your financial plan
- Quarterly check-ins with your trainer, in person or on the phone
- Ongoing access to your trainer as questions / challenges arise
- Access to our online spend-tracking portal