Financial Planning is for Everyone. Yes, that means You.
You don’t have to be wealthy or anywhere near retirement to start benefiting from wealth management. In fact, applying wealth strategies early in life can save you thousands in debt interest and taxes. We offer attractive fees and help you to take advantage of these strategies to boost your wealth foundation. Let's get started on your path to financial freedom. And don’t worry: We will be with you every step of the way!
Learn, Build and Plan
Unlike traditional investment managers, NewGen is focused on innovative financial planning that helps travel-loving young professionals and young entrepreneurs make the best possible life-centered financial planning decisions and run a modern, high tech and cutting-edge financial planning firm that is redefining how financial planning is really done.
We are dedicated to making your wealth planning journey a simple and enjoyable experience that helps alleviate the tension around your finances. Our planning process is an incredibly powerful, yet simple approach that gives you a holistic view of your situation and how you may be able to improve upon it.
Comprehensive Wealth Planning
5,000$Every year1% is charged based on the market value of the assets being managed *30 day free trial- Unlimited Q&A with financial advisor
- Cash Flow & Budget Planning
- Emergency Fund Runway & Debt Review
- Employee Equity Compensation Analysis
- Retirement Planning
- External Portfolio Review
- Portfolio Risk Analysis
- Tax Assessment and Review
- Investment Management
- Education Planning
- Family coverage **
- Achieving $500,000 Milestone
Life/Wealth Coaching
208$Every monthThe Path to Your First $500,000*14 day free trial- Bi-Quarterly Q&A with financial advisor
- Cash Flow & Budget Planning
- Emergency Fund Runway & Debt Review
- Retirement Planning
- External Portfolio Review
- Portfolio Risk Analysis
- Tax Assessment and Review
- Investment Management
- Education Planning
Life/Wealth Coaching
75$Every monthThe Path to Your First $10,000*7 day free trial- Bi-Quarterly Reviews
- Cash Flow & Budget Planning
- Emergency Fund Runway & Debt Review
- Retirement Planning
- External Portfolio Review
- Portfolio Risk Analysis
- Tax Assessment and Review
- Investment Management
- Education Planning
*Life/Wealth Coaching is available for clients with less than $500,000 in Investable Assets.
*Minimum Investable Assets of $500,000 Required
(including your old 401(k) and retirement accounts)
**We spend time educating your children on saving, investing and allocating their 401(k). Family coverage is active until your dependent reaches 26 years old.
*This Life/Wealth Coaching program is available for clients with less than $10,000 in Investable Assets.
One-time Financial Checkup
If you are not ready to commit to a relationship with a Financial Advisor and you are in the process of building wealth and need guidance, you can make an appointment for 1-1 meetings.
Sometimes, you just have a one-off situation that you need to resolve. This could be anything from a compensation package review, one-time financial plan, learning about digital assets and starting to invest, selecting the right platforms to invest through, existing portfolio review (investment, IRA and 401(k) accounts) to analyzing the tax implications of an unexpected inheritance.
Collaboration extras
We recognize how essential it is to begin investing in yourself and your future. That's why we offer Life/Wealth Coaching - a fixed fee billed monthly, in contrast to traditional wealth advisors who typically charge 1% of all assets managed. Instead of spending thousands you can join our program for a fraction of the cost. We believe in you, and when you succeed, we succeed.
Life/Wealth Coaching
This program is for young professionals and business owners with net worth of $500,000 or less. This would also be a great solution for someone who has experienced a financial setback and trying to figure out how to get back on track. Here is our process:
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Confirm we are a good fit - a 30-minute virtual meeting so we can both determine if this could be a good fit and show you how you can save on fees with us.
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Organize your Finances - we start by learning what is important to you and what you want your money to accomplish for you in the future. We then organize your financial life and make your money work for you and your goals.
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Work together to achieve your dreams - we focus on your BIG dreams and work through explaining to you the various trade offs for certain decisions you want to make (taking time-off to travel the world, more flexible work hours, starting a business etc.).
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Invest in you and your future - our fixed fee saves you thousands over years. Traditional wealth advisors charge 1% of all assets under management. If your portfolio is $500,000, 1% comes down to a fee of $5,000 a year compared to our fixed fee structure. You save on fees with us if you start with $0, $10,000 or $150,000. Let us show you how.
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Perform Ongoing Support - we monitor your progress, and adjust according to your life changes and changing economic environment.
NewGen will make sure that your questions are answered with the right context while taking into account your long term goals. All questions are answered thoroughly and quickly. We spend our time really digging into increasing your knowledge and comfort with personal finance. Feel ready to improve your financial life?
Comprehensive Wealth Plan and Ongoing Support
What's your definition of "Rich"? It goes beyond just money at NewGen Wealth.
At NewGen Wealth, we define "living richly" as having the financial freedom to pursue your passions, whether you're an ambitious professional seeking an earlier retirement or nearing retirement and ready to explore personal passions and family priorities. We partner with all individuals striving for intentional wealth management, from emerging professionals building their net worth to established entrepreneurs seeking a holistic financial approach.
Our wealth strategy prioritizes protecting your capital, minimizing risk, and generating sustainable growth so you can achieve your long-term goals, whatever your definition of a rich life may be.
Our clients are all unique, but they share a common thread: they are purpose-driven individuals and families who approach financial planning with a clear vision and an intentional wealth strategy – one that prioritizes sustainable growth that goes beyond just increasing investment values.
Learn more about how we can help you achieve your definition of "living richly."
