Lucy Lee Financial Literacy
Get accessible and personalized financial education, in-person or from the comfort of your home.
Our approach
We’re committed to providing financial literacy education to individuals and businesses with unique financial situations. We also offer sliding scale appointments for marginalized individuals and businesses on a pay-what-you-can basis.
Unique education for unique individuals
Each appointment starts by getting an understanding of your unique life circumstances, financial needs, and aspirations.
No two people are the same, so neither is our advice.
In-person and remote options
Our office is conveniently located in Manhattan, and our address is available upon request.
Can’t make it into the office? No worries – we’ve got you covered with virtual options. While we specialize in working with local New Yorkers, we’re happy to do virtual consults with anyone doing business in the US.
Our services
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Introductory consults
$500-$1,000
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Record keeping
Starting at $1,000
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Investment lessons
Starting at $5,000
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Business profitability assessment
Starting at $10,000
“My consults with LL Financial have been, to be frank, life-changing. They helped me get my finances in order and identify the beliefs and spending patterns that were holding me back.”
— PATRICIA O., LL FINANCIAL LITERACY CLIENT