The New Wealth Project
What is the New Wealth Project?
The New Wealth Project is an integrated financial planning
approach designed for today’s emerging leaders and growing families. The 4-step Project 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 by offering both financial AND life planning, The
New Wealth Project impacts our clients’ lives today and creates a ripple effect
for years to come.
The New Wealth Project team consists of 3 CERTIFIED FINANCIAL PLANNER Professionals, a Chartered Financial Analyst, as well as a seasoned operational and client service team. All in all, The New Wealth Project is a 7 member team dedicated to serving today’s emerging wealthy in all facets of their financial lives.
The Project is a comprehensive financial planning process made up of 4 steps:
1. The Personal Mission Builder is a complimentary session in which family goals are prioritizes and action items are organized.
2. The Cash Flow Roadmap delivers an organized framework to optimize family income and savings
3. The Capital Growth Formula uses evidence based principles to create your unique investment plan
4. The Protection Solution helps you establish a fundamental estate and insurance plan
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.