NewGen Wealth Creation
Wealth Management focused on traditional and digital asset strategies
NewGen Wealth Creation
Financial planning as it should be: an affordable model designed to build wealth
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Comprehensive
Financial Plan
3,000
$
One-Time Fee
Core Financial Planning Services:
Financial Plan
In Depth Financial Analysis
Cash Flow Analysis
Tax Strategy Optimization
Risk Management
Life Stage Planning:
Retirement Planning
Education Planning
Estate Planning
Life Event Planning
Additional Services:
6 Month of free access to our Financial Planning & Budgeting Platform.
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Comprehensive
Wealth Planning
1%
Per Year. 1 % is charged on a monthly basis based on the market value of the assets being managed *
Core Financial Planning Services:
Financial Plan
Cash Flow Forecast
Tax Strategy Optimization
Portfolio Construction
Assets Management
Risk Management
External Portfolio Review
Ongoing Expert Guidance
Life Stage Planning:
Retirement Planning
Education Planning
Estate Planning
Life Event Planning
Additional Services:
Emergency Fund Runway
Family Coverage **
Free access to our Financial Planning & Budgeting Platform.
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Achieving $500,000 Milestone
Life/Wealth Coaching
208
$
Every month
The Path to Your First $500,000*
14 day free trial
Core Financial Planning Services:
Financial Plan
Cash Flow Forecast
Tax Strategy Optimization
Portfolio Construction
Assets Management
Risk Management
External Portfolio Review
Ongoing Expert Guidance
Life Stage Planning:
Life Event Planning
Additional Services:
Free access to our Financial Planning & Budgeting Platform.
​
*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.
*Life/Wealth Coaching is available for clients with less than $500,000 in Investable Assets.
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Personal 401(k) Audit
$300
Sometimes, all you need is to ensure that your retirement plan, such as a 401(k) or 403(b), is properly invested, has low fees, and aligns with your financial goals and dreams. I can help you review your retirement plan, investment options, and 401(k) fees. ​​
What you get:
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Expert Financial Advice
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In-Depth Investment Analysis
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Fee Optimization
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Strategic Rebalancing
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Retirement Planning Tools
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Comprehensive Financial Plan
$3,000
You need rapid, in-depth analysis to answer your burning financial questions:
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Are my investments optimized?
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How will my investments perform in different market conditions?
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Can I retire, and when?
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How can I accelerate my retirement savings?
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Do I have enough saved for my children's education?
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How can I minimize my tax burden?
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What impact will [your specific financial event] have on my financial situation?
I am here to help. Our comprehensive financial planning service provides tailored solutions to help you achieve your financial goals.
First-Time Investor Package
$500
One of the biggest challenges young investors face is overcoming the first 5-10 years of investing, which can be fraught with error and trial. This can have a significant impact on their returns and waste their time.
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If you are a first-time investor who wants to start smart and avoid wasting time, you are in the right place. What you get:​
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Investment Insights: Your What, Why, and Where
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401(k) Deep Dive: Personalized Analysis
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Financial Education: Tools and Resources
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