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The Project

The New Wealth Project is an integrated, four-step financial planning approach designed for today’s emerging leaders and growing families.

 

A la carte style pricing allows you to choose the modules that are most important to you for $500 each OR you can build your Project, from start to finish, for a bundled one-time cost of $1,200*

The Personal Mission Builder

What is your purpose? What are your goals? How do you define success? These are just a few of the thought provoking questions we ask during the complimentary Personal Mission Builder session.
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The Cash Flow Roadmap

The Cash Flow Roadmap delivers an organized framework to understand income, expenses, and clarity on where your money goes!
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The Capital Growth Formula

There are over 10,000 mutual funds to choose from. You may have over 30 funds available in your 401(K)!  Where is the “best” place for your money? The answer is as unique as each client that we work with, and that is why we follow the Capital Growth Formula.
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Protection Solution

The most important asset to any financial plan is YOU and your ability to execute it.
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Elite Engagement

The Elite Engagement is a periodic “check in” to ensure you remain accountable to your mission. These well defined and systematic reviews create continual personal growth and ongoing project upgrade.
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Ready to Get Started?

Meet with a financial advisor

Ready to Get Started?

meet with a financial advisor

940 E. Boot Road Suite 101

West Chester, PA 19380

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