Financial Coaching

  • Do you have a love/hate relationship with money? 
  • Do you avoid money because you are afraid of who you might become if you get rich?
  • Do you love how money makes you feel when it burns a hole in your pocket, and find you spend it as fast as you make it? Or faster?
  • Do you love to buy only the “best”? The newest car? Phone? Latest gadget?
  • Or do you hate to spend money because you feel it all needs to be saved for a rainy day or another emergency – perhaps a pandemic?
  • Or, do you hate even thinking about money?

If so, you are not alone.

All financial behaviors make perfect sense because they come from our psychology. We do things because of how they make us feel. We spend, save, or avoid, because of our fears and desires.  

David Block is a Certified Professional Coach, a Master Practitioner of Neuro-Linguistic Programming, and  – through the CFP Board Center for Financial Planning  in conjunction with the Wharton School at U Penn is certified through their Client Psychology Program.  David can work with you through your financial fears, concerns, desires to develop a better relationship with money.

If you would like to have more confidence and a better relationship with your finances, please call us at 212-247-9090.

Have Questions About Our Services?

Registered Representative of and securities offered through Innovation Partners, .llc, 5950 Fairview Road, Suite 140, Charlotte, NC, 28210, (704)708-5461. Member FINRA/SIPC. TaxMaster Financial Services is not affiliated with Innovation Partners, llc. For additional information, please visit FINRA BrokerCheck.

Innovation Partners, llc. (IPL), member FINRA /SIPC, and its affiliated insurance agencies offer securities, advisory services, and certain insurance products and are not affiliated with TaxMaster Financial Services. IPL does not provide tax or legal advice.

Innovation Partners llc. Privacy PolicyInnovation Partners Customer Relationship Summary

Important Consumer Information:

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;

1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.

2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) affecting, or attempting to affect, transactions in securities; or (b) rendering personalized investment advice for compensation.

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