Samantha Gorelick, CFP®

Financial Planner

Samantha Gorelick is a Financial Planner based in New York, New York. She is the Owner of Take Root Financial, a firm that provides accessible financial coaching and advocacy to help clients feel rooted in their financial lives. Before starting Take Root, she was the Lead Financial Planner at Brunch & Budget, a financial planning and coaching organization. She also spent 4 years working at Heron Wealth as a Wealth Advisor. Samantha has 10 years of experience in the financial services industry and has held the Certified Financial Planner™ designation since 2017. Samantha specializes in personal finance, working with clients to understand their money personality while teaching them how to build their credit, manage cash flow, and accomplish their goals. She received a Certificate in Financial Planner from the NYU School of Professional Studies and received a BA from Bard College.

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Co-authored Articles (17)

How to

Access Your Bank Account Online

Most people find it hard to squeeze a trip to the bank into their schedule. That’s why online banking makes it a lot easier for busy people by letting them do their banking transactions right from the comfort of their...

How to

Create a Household Budget

Adhering to a household budget is an excellent habit to develop. It will help you to spend less, save more, and avoid problems making payments or paying excessive interest payments on credit cards. In order to create a h...

Cancelling an Urban Air Membership

End your Urban Air membership online in a few short minutes Urban Air Adventure and Trampoline Park is a popular place for kids to play all day long. From jumping on trampolines to enjoying unlimited virtual reality game...

How to

Make Car Loan Payments

Since most people can't afford to pay the full purchase price of a car in cash, getting car loans is a necessary part of life. Fortunately, most lenders provide several different methods of payment so you can choose the ...

How to Get a Free YMCA Membership as an Individual or Family

Getting a YMCA gym membership is totally doable The YMCA (also known as “the Y”) is an international organization with thousands of locations in the USA, where members can focus on fitness and community outreach. Whi...

How to

Budget Your Money

Creating a solid budget is the first step in taking control of your financial life and making your money work for you. It can help you crush your outstanding debt, put money into savings, and feel more relaxed and less s...

How to

Calculate Auto Loan Payments

Buying a new or used car, for most people, is not a purchase made by writing a check or handing over cash for the full amount. At least part of the amount is typically financed. If you do finance a car, it's important th...

How to

Use Online Banking

When it comes to monitoring your bank accounts, online banking is a great option. Since many new online-only banks are popping up, understanding how to access your accounts online is an important tool. Setting up your on...

How to

Make a Personal Budget on Excel

This wikiHow teaches you how to create a record of your expenses, income, and balance on a day-to-day basis using Microsoft Excel. There are personal budget templates that you can use to speed up the process, or you can ...

How to

Move to England

Perhaps it's always been your lifelong dream, or you just recently discovered your love for this country. Either way, you want to move to England. Unless you are a citizen of a European country, the requirements can be q...

How to

Manage Your Money Wisely

Managing your money can seem like an impossible task, but that is only because you haven't taken the time to start managing it. Today, keeping your finances in order is easier than ever. With careful budgeting, smart sav...

How to

Create a Working Budget

Budgeting is a great way to see where your money goes each month. Plus, it also lets you cut back on your spending if you're outspending your income. A good budget restricts your spending to an amount lower than your tot...

How to

Live on Practically Nothing

Living on practically nothing is achievable and, depending on the attitude with which you approach it, living without much can be a liberating rather than a depriving experience. For those who are forced to downsize seve...

How to

Live Cheaply

Life is expensive! It seems like just about everything costs more money than it should, and before you know it your whole paycheck is gone! If you want to find ways to stretch that check, this is the article for you. You...

How to

Survive Becoming Poor

Being poor is nothing to be ashamed about. You can make this dark cloud over your life float away by taking control of your expenses. Surviving starts with this simple rule: don't spend more than you earn. Staying phy...

How to

Teach Financial Literacy

Learning how to manage personal finances is vital, but financial literacy is rarely taught in schools. Whether your child or student is in elementary school or in their late teens, teaching them about finances can set th...

The 13 Best Money-Saving Challenges to Meet Your Financial Goals

Try one of these fun viral challenges to save for a rainy dayA savings challenge is a fun, unique way to meet your financial goals and help you cut back on non-essential spending. Whether you’re saving to buy a house, ...