Elite Engagement

The world and your life will continually change…

Your plan should evolve accordingly

On an ongoing basis, the Elite Engagement reviews priorities, charts progress toward goals, and explores new opportunities to exploit. 

Elite Engagement

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:

  • Vision Link Report
  • Updated Project Calendar
  • Comprehensive Investment Portfolio Review

Access to our comprehensive financial planning software. Your personal website will serve as the hub of our engagement and allow for:

  • Secure File Sharing
  • Collaborative Planning
  • Real Time Updates To Your Financial Plan

Unfettered, on demand, email access to a CERTIFIED FINANCIAL PLANNER ™ to address concerns like:

  • “My employer is paying me in stock options. What does that mean?”
  • “My family is growing and we need a new home. How much can we afford to spend?”
  • “I got a new job. What should I do with my old 401(k)?”

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:

  • Transparently keep you up to date on “how you’re doing”
  • Clearly reflect investment related activity including advisory fees
  • Display the components of your investment portfolio in a concise, easy to understand way.



  • *The $100/month Elite Engagement fee does not include the cost of investment management, which is 0.55%
    **Quarterly performance and allocation reports are provided only for assets managed by The New Wealth Project

Ready to Get Started?

Ready to Get Started?




  • *The $100/month Elite Engagement fee does not include the cost of investment management, which is 0.55%
    **Quarterly performance and allocation reports are provided only for assets managed by The New Wealth Project