The New Wealth Project is a financial planning program for motivated parents and professionals in their 30s, 40s, and early 50s to align their money strategy with their life priorities.
Many turn to those who have served family members as a default resource for financial advice without knowing there are better options. The New Wealth Project is an approach tailor made for modern professionals, modern families, and modern leaders.
Technology has made financial markets better, but pitfalls remain for those who go it alone. The New Wealth Project uses modern financial planning tools combined with the human touch of a professional advisor to avoid big mistakes.
There are thousands of product salespeople masquerading as financial advisors who are more motivated by sales quotas than client outcomes. As a fee-only fiduciary, The New Wealth Project has a legal obligation to put our client’s interests first.
The New Wealth 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 client’s lives today and creates a ripple effect for years to come.
Today’s marketplace lacks high quality comprehensive financial advice for the emerging wealthy. The New Wealth Project sets out to change that.