The Project

The New Wealth Project is a financial planning service designed for motivated parents and professionals.

The process helps clients progress towards more aligned priorities, confident decisions, and future wealth.

The Personal Mission Builder (complimentary)

our initial discussion designed to prioritize your goals, identify your concerns, and propose the specific areas of planning that align with your needs.

The Cash Flow Roadmap ($500)

creates a balanced savings strategy to optimize and align your money with your current and future priorities.

The Capital Growth Formula ($500)

creates a unique investment plan tailored to your top priorities.

Protection Solution ($500)

establishes your necessary insurance, estate, and contingency plans to protect you and your family from life's unexpected curveballs.

Elite Engagement Program (Ongoing Advisory Fee)

Once you complete the stages to design your Project, you'll have the opportunity to continue to implement and evolve your plan with our ongoing service program.

Ready to Get Started?

Ready to Get Started?