Biography
About Kris
Kris Kopsaftis is a CERTIFIED FINANCIAL PLANNER™ professional with New York Life who works with clients rebuilding a financial plan around a new household, new obligations and new goals. Within the Alliance he focuses on what the numbers look like after the agreement is signed — income, savings, retirement accounts, protection and the housing decision that sits at the center of most divorce budgets.
Professional philosophy
The settlement is the starting line of the plan, not the finish line. Decisions made today should still make sense five and fifteen years from now.
How I help
How I Help During Divorce
- Builds a realistic post-divorce cash flow and savings plan
- Reviews retirement account, pension and beneficiary implications
- Coordinates insurance and protection needs for a new household
- Incorporates housing and mortgage decisions into the broader plan