All Posts

The Origin Story: Why I Started Mindi

The first draft of this blog was a recap of my career to date, explaining how each step led me to the decision to go independent and launch my fee-only RIA Mindi Financial earlier this year. It made sense to me. But then I showed it to my husband, who said, “Why are you recapping your resume? People can visit your LinkedIn and get all this info. This isn’t why you’re doing it. Tell them why.” So here goes. If you’re curious, you can check out my LinkedIn here for all the deta

Jessica Skolnick

4 hours ago3 min read

Mindi Financial, LLC

(845) 208-9835‬

info@mindifinancial.com

Advisory services are offered through Mindi Financial, LLC an investment adviser registered with the state of New York. Advisory services are only offered to clients or prospective clients where Mindi Financial, LLC, and its representatives are properly registered or exempt from registration.

The information on this site is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable.

The information on this site is provided “AS IS” and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk.

The information linked to on third-party sites is being provided strictly as a courtesy and convenience. When you link to any of the web sites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. When you access these websites, you are leaving our website and assume any and all responsibility and risk for use of the web sites you are visiting.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

bottom of page