✦ Certified Financial Planner · New York
I help individuals and families build lasting financial confidence — with clear strategy, zero jargon, and a plan that actually fits your life.
✦ What I Offer
A comprehensive roadmap that aligns your money with your goals — from today through retirement and beyond.
Evidence-based portfolio construction built around your risk tolerance, timeline, and long-term vision.
Retire on your terms. We'll map out your income streams, savings targets, and withdrawal strategy.
Legal, proactive tax strategies that keep more of your money working for you each year.
Protect what matters most with the right coverage — no over-selling, just smart protection.
Ensure your legacy is preserved and transferred exactly as you intend, with minimal friction.
✦ About Me
I'm Alexandra Voss — a Certified Financial Planner with 14 years of experience helping people transform financial anxiety into clarity and confidence.
I started my career at Goldman Sachs, but left to build something more personal. My clients aren't account numbers — they're people with real lives, real dreams, and real concerns.
My approach is straightforward: understand where you are, define where you want to go, and build a practical bridge between the two. No product pitches. No complexity theater. Just honest advice.
✦ How It Works
A free 30-minute conversation to understand your situation, goals, and whether we're a good fit — no pressure, no pitch.
I review your full financial picture — income, assets, debts, taxes, insurance — and identify gaps and opportunities.
You receive a clear, written financial plan with specific, prioritized action steps tailored to your exact situation.
Regular check-ins, plan updates as life changes, and a trusted advisor always in your corner for big decisions.
✦ Client Stories
"Alexandra turned our chaotic finances into a clear roadmap. For the first time in years, we feel in control of our money — not the other way around."
"I was 52 and terrified I'd never be able to retire. Alexandra built me a plan that had me retiring at 60, comfortably. The best investment I ever made."
"As a tech founder post-acquisition, I had sudden wealth and zero clue what to do. Alexandra's calm, strategic guidance was exactly what I needed."
✦ Get In Touch
Ready to take control of your finances? Book a free discovery call and let's talk about where you are and where you want to go.