New Wealth Project

The New Wealth Project is a financial planning program that empowers motivated parents and professionals to gain confidence and make strides with their finances. We understand that financial planning can be intimidating and overwhelming, which is why we have created a tailor-made approach for modern families, professionals, and leaders. At The New Wealth Project, we are committed to clarifying priorities, activating strategies, and building new wealth for our clients.

Who We Are Not

Before we delve into who we are, it's essential to clarify who we are not. We are not your "Dad's Guy, " the default financial advisor who may not have your best interests at heart. We are not a DIY approach that relies solely on technology, exposing you to potential pitfalls. We are not product salespeople motivated by sales quotas rather than client outcomes. As a fee-only fiduciary, we have a legal obligation to put our client's interests first.

Who We Are

The New Wealth Project is a financial planning service that provides comprehensive advice for the emerging wealthy. Our program guides smart and motivated people to move confidently down the road to financial independence through a framework of critical decision-making and a system of continual upgrade and growth. By connecting strategy with purpose and offering both financial and life planning, The New Wealth Project impacts our client's lives today and creates a ripple effect for years to come.

Our services include:

• The Personal Mission Builder: This complimentary session prioritizes family goals and organizes action items.
• The Cash Flow Roadmap: This service creates a balanced savings strategy to optimize and align your money with your current and future priorities.
• The Capital Growth Formula: This service creates a unique investment plan tailored to your top priorities, using evidence-based principles to guide our decisions.
• The Protection Solution: This service establishes necessary insurance, estate, and contingency plans to protect you and your family from life's unexpected curveballs.
• Elite Engagement Program: Our ongoing advisory fee service allows you to continue implementing and evolving your plan with our support.

Our Ideal Clients

Our program is perfect for those who value high-quality comprehensive financial advice. We work with motivated parents and professionals who understand the importance of financial planning and are ready to take action. Our clients include:

• Young families with competing priorities
• Single professionals striving for financial independence
• Emerging leaders seeking advice and direction

Get Started Today

If you're ready to prioritize your goals, optimize your money, and build new wealth, we're here to help. Contact us today to schedule a complimentary Personal Mission Builder session and take the first step towards financial independence.