A New Approach Financial Planning is a financial planning firm with offices in Sarasota and Lakewood Ranch, Florida. We are different from other financial advisors in the area.
We provide objective financial advice on an hourly, fee basis. Our clients are individuals, families, business owners and company employees interested in receiving advice to improve their financial future. Our primary focus is to help clients design and implement customized financial plans to achieve their goals. Personal financial education is an important part of our process. We believe that an educated consumer will make better choices. Our clients maintain control of their assets by owning their accounts and implementing the recommendations. For more information on our investment philosophy and processes check out the FAQs.
We do not have a minimum account size or income requirements.