Financial Planning

Financial planning is about preparedness and being able to envision what is along the path of your financial life. Illuminate that alley, avoid the potholes and stop stumbling.

A strong financial base will make it possible for you to reach for your goals. By exposing potential hazards to your wealth you have the opportunity to change course; the sooner you do so, the easier it is to accomplish. Planning benefits individuals and families by setting realistic, personal goals.

Each client's needs are different and we understand. Our goal is to help you realize where you stand by examining your current situation and making recommendations based on where you want to be financially.

In the end, the entire planning process is about serving your needs; creating, acting on, and monitoring a plan for your future is undertaken by both you and CL Price Financial.


When considering any professional service fees are a concern. We do not believe that the cost of getting advice should be an independent. Each engagement is considered separately. Please contact us to discuss your needs and we can provide a better idea of the fees associated with working with us.

Fee-Only for You

CL Price Financial is a fee-only financial planner and investment manager
dedicated to providing friendly service and logical advice to clients.

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.


  • Phone:
    (914) 456-2812
  • E-Mail:
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Broker Check

Clearing, custody, and other brokerage services provided by Fidelity Brokerage Services, LLC, member of NYSE, SIPC. Investment advisory services are offered through The Investment Advisor Group, a Registered Investment Advisor. CL Price Financial and Fidelity Investments are not insured and may lose value. IAG and CL Price Financial are affiliated. IAG can be reached at 607-930-4338 x1 or by mail at PO Box 568; Hancock, NY 13783.
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