Brunch & Budget

Specialties

I’m here to help you get to that place in your life. You know that place. That place where you close your eyes and feel perfectly at peace and energized all at the same time. That place where you know you’re at your best, that you were somehow built for this, this thing you’re doing that you can’t believe you get to spend your life doing.

Life isn’t about cringing every time you run your credit card through a cash register or dodging calls from bill collectors. It’s not about the next paycheck, next rent check, next job, next in line. Life is about finding your why.

So here’s the deal — you have the why, I have the how.

Whenever you’re ready, I’ll be here to help you figure out how to get there.

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I specialize in: budgeting and expense analysis, cash flow planning for small businesses, savings plans, debt management, student loans, salary negotiations, insurance planning, investment planning, estate planning (yes, you have one!).

Most of my clients are: millennials, Gen X/​Y, young professionals, small business owners, entrepreneurs, and freelancers.

I also do: financial literacy workshops and seminars for kids, teens, college students, and adults and host a weekly radio show on Bondfire Radio.

I am registered as an RIA in: New York, Texas, and California and work with clients virtually in any state across the country.

History

Established in 2013.

I’m a Certified Financial Planner™ and financial advisor. I’ve been in the financial services industry for over 7 years, working at boutique financial firms (if you’re really curious where, check out my linkedin). I’m based in Brooklyn, NY, but serve clients virtually across the country.

I wanted to find a way to help the average person with their finances. I also realized it’s a pretty scary thing for people to face, even though its something we have to deal with every day.

One day, I was sitting around a fire pit with a friend who said she really needed help with her money, but was afraid to talk about it. I said we should do it over brunch.

Immediately her shoulders untensed and her eyes lit up. «Yes! Let’s do, like, a brunch and budget!» And the rest is history.

Meet the Business Owner

Pamela C.

Business Owner

While I was studying Literature at the University of California, Santa Barbara, (and had NO idea what I was going to do with that), I stumbled upon a summer job at a place called The Money Camp.

I ended up leading summer camps camps for kids for three summers, running teacher trainings, and developing fun and engaging curriculum.

In other words, I was really into it.

Which of course meant that I had to take my Literature degree and find myself a job in the finance world. Which I did in 2008. In New York City. (Luckily, I only hated it for about a year and didn’t get fired!)

I had this crazy idea that all this stuff I was learning at this wealth management firm could also be information lots of adults needed, but were maybe too afraid to think about or thought they couldn’t afford.

And also that everyone likes brunch. And that I really like alliteration. Hence, Brunch & Budget.