Our Services

Personal Financial Planning

At a A New Approach Financial Planning, I believe personal financial planning has value for everyone, not just the wealthy. My planning services are provided as you need them on an hourly or project basis. This is the most cost effective and efficient way to implement financial planning for most people. My hourly fees are my only monetary compensation. I don't receive commissions or third party payments. Because I believe that everyone can benefit from access to financial planning, I don't have minimum investment or net worth requirements. I do offer a free, no obligation, Get Acquainted meeting. This gives both of us the opportunity to see if we will work well together. During this initial consultation, you can decide on the services you require and receive an estimate of all charges.

I recommend that everyone start with a complete financial review as the first step to establishing their successful financial plan. However, the following services are available on a modular basis:

• Goal setting
• Spending and savings plans
• Retirement planning
• College funding
• Investment planning & portfolio analysis
• Asset allocation
• Insurance needs analysis (life, disability, health, property, liability, long term care)
• Income management
• Debt reduction
• Large purchase & financing reviews (home, boat, etc.)
• Life status changes (marriage, divorce, children, etc.)
• Tax-reduction strategies and tax planning
• Estate planning
• Financial check-ups
• Second opinions

Once I have addressed your initial concerns or developed a plan, I recommend getting together for financial check ups on a regular basis or when major life events occur (job change, marriage, divorce, new child, etc.). However, there are no requirements that you do so. If you desire I can schedule these periodic meetings with you whenever it is appropriate.

Financial planning is an ongoing process, not a one-time event. Proper implementation of a financial plan and periodic professional, objective reviews are crucial to reaching your financial goals. I urge your prompt attention to the action plan items. It's about your financial future. Look at the 7 Steps to Financial Success, and I will help you assure that you get there.

Are you ready to get started? Contact me today to set up your free, no obligation - Get Acquainted meeting! I look forward to hearing from you.

Retirement Planning & Employee Education

A New Approach Financial Planning also provides Retirement Plan services for companies and financial education for their employees. Well constructed retirement, profit sharing and savings plans can improve your business as well as your employees lives. As an employer you are in an excellent position to influence your employee's attitudes and beliefs about financial planning and its importance in their lives. Every employee can benefit from sound financial planning.

Retirement Plans can improve your company's position by:

• Attracting and retaining better qualified workers
• Improving employee productivity
• Improving employee satisfaction
• Reducing recruiting, health care and training expenses

At the same time, providing financial planning and education for your employees can pay off for them by:

• Increasing financial awareness
• Optimizing their available resources
• Reducing financial distress
• Providing peace of mind

For small or growing companies, providing a retirement, profit sharing or savings program for your employees can help you achieve your business goals. By implementing a benefits program which includes financial education for your employees, you can also assure that you are meeting your obligations under 403(b) regulations. If you are ready to look at new ways to grow your business and improve your employees lives, I can assist in setting up a new program or augmenting your current plan with an employee financial education program.

Contact me today to set up your free, no obligation - Get Acquainted meeting! I look forward to hearing from you.

Our Vision

We are committed to providing independent, objective advice to assist our clients to improve their financial lives and meet their personal life goals. Financial strength is a tool to allow you to accomplish those things that are most important to you. We work with our clients to educate, define their desires and then develop a plan to help them meet their goals. We believe that the best way for people to accomplish these goals is to become involved in their financial lives. People from all backgrounds and stages of life can benefit from periodic financial planning advice provided as they need it.