Learn more Tools Financial Clarity Call

Andrew Scheffer · Fee-Only Fiduciary

Powered by Core Planning

Before we book —
one quick question.

There’s no wrong answer.
No preparation needed.

30 minutes total.

1.First 15 — identify your biggest gap.

2.Second 15 — one clear action to take.

Fee-only fiduciary

Legally bound to put your interests first. No commissions, no product sales. Form ADV Part 2A & Form CRS available on request.

Tell me a little about your situation.

Be honest — there’s no wrong answer.

What has been taking up the most mental space about your finances?

Complimentary 30-minute call · No preparation needed

Andrew Scheffer

Fee-only fiduciary financial planning offered through Core Planning, LLC, an SEC-registered investment adviser · Scarsdale, NY. This is financial planning, not coaching.

Core Planning, LLC is an SEC registered investment advisor, more information is available on the SEC’s website at www.adviserinfo.sec.gov.

General education, not personalized advice. Results are not recommendations or guarantees.

Form CRS, Form ADV Part 2A, and Form ADV Part 2B are available on request: Form CRS & Form ADV Part 2A · Form ADV Part 2B

Privacy PolicyFee information: Form ADV Part 2A, Part 2B & Form CRS, available at corepln.com/disclosures.

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