Welcome to PLAN4GOALS.COM, a multi-featured financial services website. Our financial services firm located in New York City has been helping clients achieve their financial goals for the last thirty years. Melissa Levine, CFP® has been featured in many media outlets including: CNBC, CNN, CNNfn, FOX, ABC, NY1, DAILY NEWS, NEW YORK TIMES, FORTUNE, HARPERS BAZAAR and MONEY MAGAZINE. 

Melissa Levine has recently been honored with Voya Financial Advisors Chairman's Circle Recognition - to see full Press Release - please CLICK HERE 

The links above will provide many helpful tools that you can use everyday. Please feel free to look around and tell a friend about us. We will be happy to answer any questions that you may have. 


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