New Wealth Project

We believe today's marketplace lacks high quality comprehensive financial advice for young families and professionals. At New Wealth Project, we set out to change that. We’ve designed a financial planning process specifically tailored to address the needs of the emerging wealthy. Our integrated approach combines the benefits of modern technology with the personalized touch of a trusted advisor. Guided by a CERTIFIED FINANCIAL PLANNER™ practitioner, our clients go through The Project – a structured 4-step financial planning process where we address those topics most important to you, such as cash flow, investments, real estate and college planning. Beginning with our complimentary Personal Mission Builder session, we work with you to identify and establish goals, set priorities and create benchmarks for success. The world and your life will continually change. Your plan should evolve accordingly. On an ongoing basis, members of our Elite Engagement receive an annual plan review, access to our comprehensive financial planning software and unfettered, on demand, email access to a CERTIFIED FINANCIAL PLANNER™ practitioner, for a competitive advisory and subscription fee. This approach guides smart and motivated people to move confidently down the road to financial independence. By connecting strategy with purpose, and by 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. START PLANNING TODAY!