About My Practice
Luesink Financial Planning puts the person first. Our success is not measured by performance statistics, but by your success in achieving your goals.
Fee-only firm offering ongoing investment management as well as hourly financial planning services. We don't sell and receive no commissions to give you unbiased customized financial advice. We want to be accessible and do not have minimum fees.
It is our goal to be a one-stop shopping for all your financial needs. We are a small company, but we make use of a team of trusted experts (CPAs, Estate Lawyers, Insurance Broker, Mortgage Broker and others as needed).
Financial Planning - We provide financial expertise guiding you to achieve your goals successfully. We follow a holistic approach and take a look at your whole financial situation. However, if you have a specific question, we can also advise you on an hourly-fee basis.
Investment Management - Our investment advice ensures that your investment portfolio is well suited for your unique circumstances. We use a blended approach of index-based and traditional active strategy. We build a diversified asset allocation and then design a portfolio keeping in mind low-cost, low-volatility, tax considerations and your personal goals and objectives including liquidity needs.
Anja Luesink, MBA CFP® RLP® is dedicated to helping her clients achieve their goals. She is also an instructor of Retirement Planning at New York University (NYU). She teaches workshops on Retirement Planning, Maximizing your Social Security Benefits, Investments and other financial planning topics. She is the Chair of the FPA of NY Pro Bono Committee and serves on the Advisory Committee for FPA Pro Bono National.
Retirement Planning - She helps clients plan for a financially secure retirement, understand which income and expenses to expect in your retirement years and planning for longevity.
Life Planning and Transition Management - Anja understands what it is to be in one of life’s transition phases: loss of a spouse, divorce, getting married, losing your job, retirement, illness or other. She can help you get it under control and shape the next phase transforming your life into the life you want.
International Financial Planning - Many financial planning issues are different when clients live abroad part of the time or when the client or one of the spouses is a non-US citizen, like retirement planning, estate planning, tax planning, investment and insurance. Anja knows this from personal experience and works with other experts in this field to provide the best services for her clients.
Your investments – We will analyze your portfolio and make recommendations for changes. You can implement them yourself or you choose us to manage your money. If you choose us, the advantage is that your money will be professionally monitored all the time, you have access to institutional investments and DFA funds and you have time to turn your attention to other important parts of your life.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - MBA RLP(R)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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