New Wealth Advisors’ supports the greater vision of how wealth can be used to bring more fulfillment and personal satisfaction to one’s life. Through our Financial Life Planning Services we help clients to look at both parts of their lives – the values and the assets – and build a financial plan to makes their life’s dreams and goals a reality.
New Wealth’s life planning approach to wealth management fits squarely with many of our clients’ stated desire for a more holistic offering that marries meaning with their money. We do this through an in-depth discovery process of listening and inquiry to help clients discover their deepest and most profound goals. Through our life planning process, clients uncover and prioritize what is most important to them, including life dreams and aspirations, concerns, goals and objectives. We then work with our clients to create a viable, flexible financial plan and investment strategy that supports their unfolding life plan and its financial requirements.
Financial Life Planning Spectrum of Services
- Goal prioritization
- Financial capital review
- Cash flow management
- Objective-driven asset allocation
- Goal-based investing
- Investment selection
- Portfolio management
- Goal-based benchmarking
- Milestone monitoring
- Risk management and insurance consulting
- Ongoing Evoke®
The Financial Life Planning Process
- Exploration
- Vision
- Obstacles review
- Knowledge transfer
- Execution and monitoring