Comprehensive Financial Planning in New York City
Financial Planning in NYC for Individuals, Families, and Business Owners
Bring your investments, retirement accounts, insurance, cash flow, tax coordination, and long-term goals into one financial plan built around your life.
Work directly with David or Yair Klyman at their Midtown Manhattan office, near Grand Central, or meet virtually from the greater New York area. Understand where you stand, what should come first, and why each recommendation matters.
In-person appointments at 675 Third Avenue, Suite 920 • Virtual meetings available
David & Yair Klyman
A father-and-son team focused on clear, coordinated planning
Work Directly With David & Yair
Personal guidance from the father-and-son team building your plan.
Understand Every Recommendation
Clear, education-first planning, including the reasoning behind each step.
Midtown or Virtual Meetings
Meet in Midtown Manhattan or by video, whichever works best for you.
One Coordinated Strategy
A Financial Plan Should Connect Every Part of Your Financial Life
Most people we work with have made a lot of reasonable decisions: a 401(k) here, a brokerage account there, and a life insurance policy purchased years ago. But they have never stepped back to see how all those pieces work together.
Reasonable decisions may not actually be working together.
Gaps or conflicts between them can go unnoticed for years.
It becomes unclear which financial priority should come first.
A financial plan does not replace those individual decisions. It creates the framework that shows how they fit together, so every choice can work in the same direction.
The Individual Pieces
Many Decisions. One Financial Life.
Each decision can look right on its own while still pulling the rest of your finances in a different direction.
Investments
Retirement
Insurance & Protection
Tax Coordination
Cash Flow
Family Goals
The Framework
One Coordinated Financial Plan
Clear priorities, visible gaps, and financial decisions working toward the same goals.
Recognize the Signs
When Does It Make Sense to Work With a Financial Planner?
You do not need to wait for a crisis. It may be time to create a coordinated plan when one or more of these situations feels familiar.
Growth Has Added Complexity
Your income has grown, but your finances have become harder to organize, not easier.
Your Accounts Lack One Strategy
You have several investment and retirement accounts, but no single strategy connects them.
Major Goals Are Competing
You are balancing retirement savings, education costs, a home purchase, and everyday family responsibilities at the same time.
Business and Personal Finances Overlap
You own a business, and your personal and business finances affect each other more than you would like.
A Major Transition Is Approaching
You are approaching a sale, retirement, inheritance, marriage, or another major family transition.
Nothing Is Written Down
Your financial life has grown more complex, but you still do not have a written plan.
Tuition and Savings Need Coordination
You are managing day school or private school tuition for multiple children alongside long-term savings goals.
Giving Is a Continuing Priority
Charitable giving is a significant, ongoing part of your family’s finances, not an occasional expense.
Your Household Lacks a Shared View
You and your spouse are not equally informed about where things stand.
You Do Not Need to Wait for a Crisis to Put a Plan in Place
If even one of these situations feels familiar, request a consultation to start bringing your accounts, priorities, and family goals into one coordinated plan.
Start With a Simple Conversation
Bring Your Financial Questions Into One Focused Meeting
You do not need to know exactly what kind of financial help you need before reaching out. You only need to know that something feels unclear, disconnected, or harder to manage than it should.
Tell David or Yair what decisions are ahead and what you want your money to help your family accomplish. The first conversation is an opportunity to ask questions, understand Klyman Financial’s approach, and determine whether working together may be a good fit.
The short form is directly below. David or Yair will follow up personally.
Choose What Works for You
Meet in the Way That Fits Your Schedule
Choose a face-to-face appointment or begin the conversation from wherever you are.
Visit Our Midtown Manhattan Office
Meet face to face with David or Yair in a focused setting and begin bringing the full financial picture together.
Meet Virtually
Start the same conversation by video from wherever is most convenient for you.
What Happens Next
Complete the Short Form
Share what you would like help organizing, understanding, or deciding.
Choose Office or Virtual
When we follow up, choose whichever meeting format works best for you.
Hear From David or Yair
They will personally review your message and follow up to discuss the next step.
Request Your Consultation
Tell Us What You Would Like Help Bringing Together
Tell us what you want your money to help you accomplish and what currently feels unclear or disconnected. David or Yair Klyman will personally review your message and follow up to discuss whether Klyman Financial may be the right fit.
You do not need to have every statement organized or every goal finalized before reaching out. A short description of what is on your mind is enough to begin.
Only the Essentials
The short form asks for just enough information to begin the conversation.
Midtown or Virtual
Meet at the Midtown Manhattan office or by video, whichever works better for you.
Personal Follow-Up
David or Yair will personally review your message and follow up.
Begin Here
Request Your Financial Planning Consultation
Complete the short form below. David or Yair will review your message and follow up to arrange an in-person or virtual conversation.
For your security, please do not include account numbers, Social Security numbers, passwords, or other sensitive financial information in this form.