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Friendly Money

Personal, one-on-one financial strategy designed for early-stage professionals who want to improve their financial literacy and build solid habits early.

The Founder

When I started my career, I had big financial goals but no roadmap. I built Friendly Money to help others with education and accountability, because we all deserve financial confidence.

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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