The Project

The New Wealth Project is an integrated financial planning approach designed for today’s proactive parents and professionals.  The process allows you to act on today’s critical priorities, prepare for tomorrow’s upcoming goals, and set your future-self up for financial independence down the road.  

Build your Project a la carte style from the following planning modules

 for $500/module or do all the modules for $1,500 total.  

After the “Project Build” is complete, you’ll have an opportunity to sign on with our Elite Engagement service.