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Cdlofs - 6 Reviews - 310 E 46th St, New York, NY - Financial Planning Reviews - Phone (917) 602-5640


310 E 46th St
New York, NY 10017
(917) 602-5640
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Main categories:

Financial Planning

Related categories:

Legal & Financial


Cdlofs - New York, NY
Cdlofs - New York, NY
Cdlofs - New York, NY
Cdlofs - New York, NY


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Prior to finding CD lofs I would have to describe myself as a serial overspender. When I began working with CDLofs a year ago I was spending $2,000 more than I was making every mo...


All reviews seem positive

Editorial review from Citysearch 2/15/2013

Working with Trice has been amazing. I have been a client of hers for over a year and she has helped me increase my financial stability and wealth considerably. She explains things in easy to understand terms, is supportive, and pushes me to be financially successful. There is no way I would be where I am today with Trice's help. With her help I have started a solid retirement fund, a college fund for my daughter, and am making my money work for me and my family! She strikes just the right balance with saving and spending. I cannot recommend her services more highly. If you want to improve your finances and your overall quality of life, then CD LOFS is the way to go! Thank you for everything! more

Editorial review from Citysearch 2/14/2013

I highly recommend CDLofs. Working with Trice in the last 2 years has helped me turn my financial situation completely around. I jokingly refer to her as my ""money therapist"" because she not only assesses your financial situation- she assesses how you think and feel about wealth. She provides you with achievable monthly goals that put you on the right track one step at a time. Not only was I able to clean up my financial situation and go from red to black in the first year, I doubled my income because I changed the way I though about my finances. Trice is always positive and supportive. If you are thinking about getting an advisor but are nervous or scared, then CDLofs is for you. more

Editorial review from Citysearch 1/11/2013

I highly recommend Cdlofs. With a 3-month package of monthly meetings and clearly defined goals, Trice got me on the right track to change my mindset about money and to leave my paycheck-to-paycheck existence behind. I am a single girl in my early 30's living on a journalist's paycheck and trying to make it in big, bad New York City and that first step of purchasing a package with Cdlofs was the toughest step. At first I figured - I have no finances to speak of, so how can I afford to spend money for financial advice? The answer is that I couldn't afford NOT to and if you're like I was - avoiding opening bank statements and bills in the mail, never checking your expenditures online, hating on friends with money but wishing you were in their shoes at the same time, itching to buy clothes, jewelry, something, ANYTHING, the second I got my paycheck and then cutting back hard in the weeks that I didn't get paid - you can't afford not to get help either. Signing up is the hardest part, but that's only because Trice makes the rest of it cake. She never makes you feel judged or ashamed for your spending habits and she arms you with facts and actual useful tools, the perfect combination of sugar and tough medicine. Buying that package was a true investment piece - one that actually is paying me dividends, unlike so-called ""investment piece"" clothing and jewelry, and I saw a return on my investment just from following her advice for the first month. Give her a try for a few sessions - you have nothing to lose that you're not going to lose on your own making poor spending decisions - and you have EVERYTHING to gain. more

Editorial review from Citysearch 1/1/2013

Finally making progress -- I've let the finances get out of control and Cdlofs has given me the confidence to tackle them head on. Trice is a great support and has made me look at money in a completly different way. I've tried other things before and finding Cdlofs has been the only thing that has worked so far. Looking forward to continued success in 2013! more

Editorial review from Citysearch 12/13/2012

I've been a spender my whole life -- I don't even understand the concept of a budget -- and after paying off all my debt, I noticed the credit cards were creeping up again. That's when Trice of CDlofs came into my life, and changed it forever. She understood why I was spending and what I was spending on. At first I was terrified, but her program was almost painless, and soon I was spending less each month. I've been with Trice for 8 months, paid off a couple of credit cards, and I have started my emergency fund. I'm also starting my investment fund. Most importantly I've stopped spending for sport. I actually think months in advance about large purchases and plan how to save for them instead of hoping money will appear or that I'll eat lean for a week or two. Best of all, I'm in control. Hiring Trice is the single best decision I made all year. more

Editorial review from Citysearch 9/9/2012

Stumbling upon CDlofs has made a monumental difference. Not just in Trice's wealth of knowledge(ha!) but the interest and motivation she invested (zing) in me has made me feel like my dream is not only within grasp but a certainty. more

Wish I found CD Lofs sooner 9/12/2011

Prior to finding CD lofs I would have to describe myself as a serial overspender. When I began working with CDLofs a year ago I was spending $2,000 more than I was making every month. Ouch! I counted on bonuses to make up the shortfall. So, rather than saving or investing my bonuses, I was just replenishing the slush fund. I was getting nowhere. Finally, after years of spending and nothing to show for it, I found CD lofs. It was my buddy who introduced me. Although I have a natural tendancy to spend money, I had no debt to speak of. What I needed was a clear picture of my expenses and a plan to live within my means and someone who would make me accountable for it. What I got was a program that changed my habits by changing the way I think about money. This made my habits change from within. It's amazing how many times I tired a budget and failed within a few weeks. After using the CD lofs Take Flight program for 1 year, I have maintained a healthy budget and just purchased a loft in NYC! Now my future is filled with plans for buying more real estate and investments instead of living paycheck to paycheck. Now that's piece of mind! more

Financial Freedom 8/31/2011

Trice and CD.LOFS has changed my life. I went to Trice for help when my bank account was in the negative at the end of every month and I saw no financial light at the end of the tunnel. I have a good job that pays well and felt like a failure. I just could not figure out why I never had any money. When we went over my income and expenses I was amazed at the amount of money I was throwing away on cigarettes, food, spoiling my dog and living expenses. I did not have any money to enjoy the things that I liked or wanted to do. She helped me to redefine what my money actually means for me. It was hard at first but she was there every step of the way and has created a clear path to help me achieve not only my financial goal but my life goals too. She has a unique approach and a great knack for attention to detail. After our first meeting I felt immediate relief because I knew that I had someone there on my side because she did not judge me she identified with me. I has been almost a year and I have money in the bank at the end of every month and as my life and goals change she helps me stay on track. more

make your dreams come true 8/17/2011

I will start off with saying, my husband and I are both savers, have decent jobs, and generally consider ourselves to be ""good with money."" So I was skeptical that CD.LOFS could really change our financial outlook. Boy was I wrong!! When Trice approached me with the 3 month challenge / guarantee, I decided to give it a shot. After all we had nothing to loose. In a short session Trice helped us define our financial goals and encouraged us to reach for the stars. We did, setting dream goals like early retirement (55), paying off our house, paying for our daughters education, becoming a millionaire, etc. Within the first three months we saw a significant change in our financial outlook. CD.LOFS provided the guidance we needed to take the action to make our dreams happen and I am certain we are on the road to success. In only three months we have significantly reorganized our finances, we are putting more into retirement and have opened a savings fund for our daughter's education. On top of all this we have reduced our monthly spending by $550! If that can be done in three months, I can only imagine what a few years can do. CD.LOFS has given me financial awareness. Our money was stagnant, even though we were not spending it, by sitting in a bank account our money was only depreciating and we were loosing out. Without CD.LOFS I don't know that I would have had the know-how to take things into my own hands and take the steps to achieve our financial dreams (and freedom). Now I feel like my husband are in the driver's seat, deciding exactly how our financial future will be with CD.LOFS guiding us along the way. THANK YOU for making dreams come true. more

affordable financial care 8/17/2011

I was so far in debt when I hired Trice that I wondered if I could afford to spend money on someone who was supposed to help me save/make money. I never looked back. At the end of one year, not only was I out of debt, but I had 8,000 in my bank account. Since then things have leveled out a bit, but I'll never go back into debt. I'm using the principles I've learned from Trice and the money management skills and advice now to create further financial freedom and security for myself. It's amazing how much a taste of financial freedom has changed the rest of my life. I guess I never realized how much of my time and energy was being taken up by worrying about money. Now I let CdLOFS worry about my money and I just do my thing. It's fantastic. more

Peace of Mind 8/16/2011

Working with Trice has been my first attempt at committing to the possibility of becoming debt free. I have been managing my debt the best I could over the last few years although no matter how much my salary went up or down I still felt like I had a heavy anchor around my neck and the amount wasn't decreasing more that a few hundred dollars each year. I am in my third month with Trice and I am happy to say that I wake up each morning knowing that I can have the glamorous life I want and eliminate my debt at the same time. I never thought this was possible! I thought it was either buckle down and eat Ramen Noodles for 2 years and pay off my debt or have a fun life and make the minimum payments. If I can stick to the plan Trice designed for me I have the potential to be debt free within the next 12 months! Debt free at 30 years old sounds pretty amazing to me. I HIGHLY recommend Cdlofs to anyone who doesn't want to feel stressed about money anymore. It has worked for me and now I'm hooked. Thank you Trice! more

life saver 8/15/2011

I have been using the Cdlofs services for about two years now. I think it has been the best decision I have ever made when it comes to my money. more
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Additional information

  • Hours:

    9am- 8 pm EST
  • Neighborhoods:

    Midtown East, Midtown, Midtown East (Turtle Bay)