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Frequently Asked Questions

Most people are aware that planning for your financial future is critical but don’t have the time or the expertise to develop a plan and make the needed financial decisions. The New Advisor works as your personal financial coach in the planning process, helping you enjoy your life more today while building the future you desire.
Yes. The Internal Revenue Code permits an itemized deduction for tax and/or investment advice in the miscellaneous section of Schedule A. It is subject to a 2% floor of the adjusted gross income on a personal tax return. Please see your tax advisor for further information.
Yes. Most of our new clients are referred to us by our already existing clients or by a trusted professional advisor.
No, we use this first meeting to determine whether or not we can effectively be of service to you, as well as to allow you to evaluate us. In other words, it's a time for us to get to know one another. As long as that is the main purpose, there is no charge for the meeting.
For your first, complementary meeting, you must bring a complete list of assets & liabilities, your personal financial planning profile, the most recent 3 years tax returns, your spouse or significant other and any questions you may have for your advisor.

We integrate all the financial areas in your life, including tax planning and preparation, estate planning, and investment advice. Our holistic approach includes a wide range of services, and we understand that our clients will need these services to varying degrees. We work with you to determine which areas are priorities for you and which areas we feel need more attention.

  1. Unbiased Fee-Only commitment.
  2. Holistic approach to planning: all the financial areas of your life are integrated in one overall, wide-ranging plan.
  3. Focus on client education.
  4. Full Service Retainer: with this open-ended retainer, appointments are not limited, simply contact us to request a phone call or schedule an appointment to discuss whatever financial issues you may be having, at no extra charge.
  5. For less extensive planning needs, a variety of affordable retainer options are available.
  6. A complimentary initial consultation is available to review your situation and develop a proposal.