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Friendly Money

Affordable, One-on-One Financial Literacy &
Personalized Plans for Early-Stage Professionals

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We did the reading, built the spreadsheets, and learned from the missteps,

so that you don't have to.

Friendly Money exists because we believe that you should get comfortable with your finances before they get complicated. Through live financial strategy sessions and a curated toolkit to save you the heavy lifting, we'll arm you with the future-proof habits that you need to start strong.

Get in Touch

We'd love to hear from you! Reach out with any questions you have or to schedule a free consultation.

We'll get back to you as soon as we can!

Your Trusted Financial Ally

Although we are educated in fiduciary standards (passed the Series 65 exam in New York), services are for informational and educational purposes only, not professional financial advice. We will never ask for access to any financial assets that you hold. Financial decisions involve inherent risks. Friendly Money is not responsible for any financial outcomes. 

 

© 2026 by Friendly Money.

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