Your plan should evolve accordingly
On an ongoing basis, the Elite Engagement reviews priorities, charts progress toward goals, and explores new opportunities to exploit.
For $100/month*, you can expect the following from your partners at The New Wealth Project…
Annual plan review which is an opportunity to check in on the progress you’ve made. We will also plan for, and around, any changes to your life. The materials you can expect to receive as a result of this review are:
Access to our comprehensive financial planning software. Your personal website will serve as the hub of our engagement and allow for:
Unfettered, on demand, email access to a CERTIFIED FINANCIAL PLANNER ™ to address concerns like:
A quarterly performance and allocation report** for assets managed by The New Wealth Project*. Being able to track your progress is imperative. Our quarterly report is designed to: