Contact Keith Weiss, CFP®

If you’re looking for a thoughtful, long-term partner in your financial life, I invite you to schedule a conversation.

Financial planning often begins with a simple conversation.

Whether you are thinking about retirement, evaluating important financial decisions, or looking for a more organized approach to your financial life, an initial conversation can be a helpful way to explore your questions and determine whether working together may be a good fit.

This is an opportunity to discuss where you are today, what you are thinking about, and whether my approach aligns with what you are looking for.

What to Expect

The first conversation is a brief introductory discussion designed to help us get to know one another.

We may discuss:

• the financial questions or decisions currently on your mind
• your broader goals and priorities
• how my planning process works
• whether it makes sense to continue the conversation

There is no need to prepare anything in advance for this initial meeting.

A Thoughtful Approach to Financial Planning

My role is to help clients bring clarity to their financial lives, evaluate important choices, and make decisions that support the life they want to live.

If that type of partnership is what you are looking for, scheduling a conversation is the best next step.

Serving Clients Throughout the Region

Keith Weiss, CFP® is based in Mahopac, New York and works with individuals and families throughout Putnam County, Westchester County, and Fairfield County, including:

Putnam County

• Mahopac
• Putnam Valley
• Carmel
• Brewster

Westchester County

• Yorktown Heights
• Somers
• Katonah
• Bedford
• North Salem
• South Salem

Fairfield County

• Danbury
• Ridgefield

Many client relationships today include a combination of virtual and in-person meetings, allowing for an ongoing and thoughtful planning relationship across the region.