Financial Guidance You Can Trust

Financial Guidance You Can Trust At A Time When You Don’t Really Want To Be Thinking About Your Finances

Are You Facing Any of These
Financial Challenges?

Have you recently lost a spouse/partner and find yourself confronted with new and unfamiliar financial matters?

Do you need assistance in developing a long-term plan for your finances (meeting college expenses, buying a house, planning for retirement)?

Do you need assistance managing your daily financial affairs or those of a loved one?

Are you experiencing a major life transition such as a debilitating illness, major financial loss, or a divorce?

Do you need assistance working with various financial service professionals?

Do you need some financial guidance that will improve your financial literacy?

Are You Facing Any of These
Financial Challenges?

Have you recently lost a spouse/partner and find yourself confronted with new and unfamiliar financial matters?

Do you need assistance in developing a long-term plan for your finances (meeting college expenses, buying a house, planning for retirement)?

Do you need assistance managing the daily financial affairs of a loved one?

Are you experiencing a major life transition such as a debilitating illness, major financial loss, or a divorce?

Do you need assistance working with various financial service professionals?

Do you need some financial guidance that will improve your financial literacy?

Services

Financial Consulting, Planning & Advisement

In my experience, most people just need some answers to their financial questions and some guidance to help them along their personal financial journey. I would be honored to be that guide.

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The Financial Check-up Package

A four-part package for a flat fee that is meant to help you understand what is behind your financial thinking, provide you with some financial literacy, help you build an understanding of the big picture of your family/household finances, and help you develop the skills you’ll need to make changes in your overall financial well-being.
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Daily Money Management

The reality is that sometimes we begin to lose focus and have difficulty with numbers as we age. We’re still able to understand and make decisions, but have some trouble with the details.

Read More

Financial Consulting, Planning & Advisement

In my experience, the average person just needs some answers to their financial questions and some guidance to help them along their personal financial journey. I would be honored to be that guide.

Read More

The Financial Check-up Package

A four-part package for a flat fee that is meant to help you understand what is behind your financial thinking, provide you with some financial literacy, help you build an understanding of the big picture of your family/household finances, and help you develop the skills you’ll need to make changes in your overall financial well-being.
Read More

Daily Money Management

The reality is that sometimes we begin to lose focus and have difficulty with numbers as we age. We’re still able to understand and make decisions, but have some trouble with the details.

Read More
LEARN MORE ABOUT SERVICE OFFERINGS

I provide financial consultation, advisement, and money management services that address the financial needs of clients in a professional, yet personal, manner.

Trusted By Real People

“Dr. Gaiser (“Father Ted” to many of us who have come to know him) has been a Godsend for my family. He has provided thoughtful personal financial counsel to me, a retired nurse, as well as to my adult daughters — one of whom has a child “on the spectrum,” and the other of whom is a single parent with minimal income. Although our circumstances are quite different, Ted’s suggestions have been uniformly knowledgeable and appropriate for each of us. His guidance is clear, confidential and affordable for the 99%!“

S.D.

Trusted By Real People

“Dr. Gaiser (“Father Ted” to many of us who have come to know him) has been a Godsend for my family. He has provided thoughtful personal financial counsel to me, a retired nurse, as well as to my adult daughters — one of whom has a child “on the spectrum,” and the other of whom is a single parent with minimal income. Although our circumstances are quite different, Ted’s suggestions have been uniformly knowledgeable and appropriate for each of us. His guidance is clear, confidential and affordable for the 99%!“

S.D.