Your Financial Clarity Starts With One Conversation
Schedule a free consultation with Christina Massalay, CFP®, CPA at Mass Financial Management. Serving clients in New York, Pennsylvania, Virginia, Maryland, and Washington DC, in person or virtually.
What to Expect in Your First Meeting
You have done the research. You know what you are looking for. The next step is a simple one.
Book a financial planning consultation in New York or virtually, and let us show you what a plan built entirely around you actually looks like. No pressure. No obligation. Just an honest conversation about where you are and where you want to go.
The first meeting is a conversation, not a presentation. We will spend time getting to know you, your situation, your goals, and what has and has not worked in the past. You will leave with a clear sense of how we work and whether MFM is the right fit for you. Most people tell us they leave feeling clearer than they have in years.
Prefer to call? Reach us at (212) 634-9208
The Power of Prayer
Faith is at the core of everything we do, and that includes praying for the people we serve. If you have a prayer request, we would be deeply honored to stand with you.
Faith is at the core of everything we do, and that includes praying for the people we serve. If you have a prayer request, we would be deeply honored to stand with you.
CONTACT US
Whether you have a question, need prayer, or want to connect with our team, we're here to help.
Frequently Asked Questions
What happens in the first meeting with MFM?
The first meeting is a conversation, not a sales pitch. We want to understand your situation, your goals, and what you are hoping a financial advisor can help you with. You will leave knowing exactly how we work and whether MFM feels like the right fit. There is no pressure and no obligation to move forward.
Is the initial consultation free?
Yes. Your first consultation with Christina is completely complimentary. It is our opportunity to get to know each other before either of us makes any commitment.
Do you meet in person or virtually?
Both. We work with clients in person across our service area and virtually for those who prefer it or who are located elsewhere in our five-state region. We follow your preference entirely.
Do you work with clients who are not based in New York?
Yes. We serve clients across New York, Pennsylvania, Virginia, Maryland, and Washington DC. As a CFP®, Christina is also able to work with clients across all 50 states. If you are outside our primary service area, reach out and we will let you know how we can help.