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We’ll follow up with a link to book a complimentary call and see if we’re a good match.
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Connect with Alissa Krasner Maizes. Esq. | CFP Professional
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Financial Planner for HENRYs | Financial Planner for High Earners
Your first call is a complimentary, no-pressure conversation to get to know each other. After you submit the inquiry form and share a bit about your situation, we’ll use this call to talk through what you’re looking for, answer initial questions, and determine whether we’re a good fit to work together.
Feeling unsure is normal. Many clients start with questions or uncertainty about their finances. I provide guidance every step of the way, helping you understand your options, create clarity, and develop a strategy that works for your unique situation. You remain in control throughout the process.
Once we determine the service that best meets your needs, we provide the onboarding materials, schedule your initial session, and begin building your financial plan and strategy. Our start date is dependent on both our calendars and yours.
Your first call is a complimentary, no-pressure conversation to get to know each other. After you submit the inquiry form and share a bit about your situation, we’ll use this call to talk through what you’re looking for, answer initial questions, and determine whether we’re a good fit to work together.
Feeling unsure is normal. Many clients start with questions or uncertainty about their finances. I provide guidance every step of the way, helping you understand your options, create clarity, and develop a strategy that works for your unique situation. You remain in control throughout the process.
Once we determine the service that best meets your needs, we provide the onboarding materials, schedule your initial session, and begin building your financial plan and strategy. Our start date is dependent on both our calendars and yours.
Create Your Free Financial Snapshot in 15 Minutes
Create a visual snapshot of how your income, assets, and liabilities fit together today using Asset-Map. After you complete your Asset-Map, you’ll have the option to book a complimentary 1:1 conversation to walk through your numbers and finally answer the question: “Am I on track to retire?”
Serving clients virtually and nationwide
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
AMPLIFY MY WEALTH is an investment advisor registered with the State of Florida and can meet with clients in other jurisdictions throughout the United States. We only offer advisory services to clients or prospective clients where AMPLIFY MY WEALTH and its representatives are properly registered or exempt from registration.
Registration does not imply a certain level of skill or training. AMPLIFY MY WEALTH, its owners, officers, directors, employees, subsidiaries, service providers, content providers, and any third-party affiliates do not offer the sale of securities or other investments.
Although Alissa Krasner Maizes is a CFP® Professional, registered investment advisor representative, and a licensed attorney, she does not practice law or provide legal advice. Nothing on this site constitutes financial, investment, legal, tax, or accounting advice.
Do not treat the information on this site as an offer, solicitation, endorsement, or recommendation to buy or sell any security, fund, or investment vehicle. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and may result in complete loss. Recommendations made will not necessarily be profitable.
AMPLIFY MY WEALTH provides this information “AS IS” without warranties of any kind, either express or implied. We disclaim all warranties, including but not limited to implied warranties of merchantability, non-infringement, and suitability for a particular purpose. We do not warrant that the information will be free from error.
You use this information at your sole risk. AMPLIFY MY WEALTH is not liable for any direct, indirect, special, or consequential damages that result from your use of, or inability to use, the information on this site, even if we have been advised of the possibility of such damages.
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