Financial planning aligns your life goals with your money goals
Find out how we do it.
About the Firm
Founded in 2014 in Brooklyn, NY, Future Perfect Planning remains committed to being clients’ collaborative partner as they navigate their financial decisions
Our Clients
A Fresh Look
Overall, you’re feeling okay about things, but you’re not sure if you’re taking advantage of every opportunity. There’s so much information to sift through, it’s hard to know if everything is covered
Planning a Decision
You’re considering a big decision (a major purchase, a career shift, maybe a lifestyle change), and want to make an informed choice in the context of your overall financial picture
Caring for Family
You want to provide for your children’s futures - and your own parents might need some help soon - but you have your own retirement to plan for, and you don’t know how to balance it all
Simple isn’t always easy:
we'll be your resource to keep you on track when life throws you a curveball
Cristina Guglielmetti, CFP®
Founder
It can be tough to think about your financial future. Your life is busy, and the financial landscape is always getting more confusing. But that means proper planning is critical.
I’m an independent fiduciary financial planner who works entirely on a fee-only basis: my fees are transparent, disclosed, and earned only from my clients. I am free to recommend any product or strategy to fit your unique needs. I don’t sell products and don’t receive commissions for anything I recommend.
I’m a native of Brooklyn, NY, where I still live. When I’m not helping clients, I enjoy running, reading, learning, being an active volunteer in my community and especially spending time with my husband and son
Focusing on the things you can control is a centerpiece of our work with clients.
Our investment philosophy is to diversify broadly, keep expenses low, and create portfolios that are appropriate for you and your situation.