Member, The Garrett Planning Network, Inc. (GPN), a Nationwide Network of Fee-Only Advisors - Hourly, As-Needed Financial Planning and Advice for Everyday Life... The New Choice for Smart Consumers (tm)
Member, The National Association of Personal Financial Advisors (NAPFA) - Advancing the Practice of Fee-Only Financial Planning
If you are looking for a complete review of your personal finances…
If you are looking for the answers to these questions and more…
… a Comprehensive Financial Plan is the right choice for you!
Cash Management – What is your net worth? How does the cash coming in the door compare to the cash going out? Do you have enough cash available for an emergency? Have you taken on too much debt?
Risk Management – Are you adequately managing the financial risks you face: illness, disability, premature death, property loss, liability, etc.?
Investments – Is your portfolio properly allocated for your particular situation? Have you chosen high-quality, cost-effective investment vehicles?
Income Tax Planning – Are you paying more tax than you need to?
Funding for College and other major expenses – Are you setting aside enough for your family’s education? To buy that new home? To start a business? To make that important purchase?
Retirement Planning – What should you be doing now to ensure that you’ll be able to retire when you want to? Or, if already retired, how can you be sure your nest egg will last as long as you need it?
Estate Plan – Do you have an appropriate estate plan in place? Will your assets be distributed according to your wishes? What can you do to minimize estate taxes?
We’ll do a thorough assessment of all aspects of your current financial situation, then formulate a comprehensive plan to get you moving in the right direction. Contact us to schedule your no-cost, no-obligation Get Acquainted Meeting to get started today!
If you’ve been wondering …
Can I afford to change careers, or even start my own business?
Will I be able to send my kids to college?
When can I retire, or at least downshift?
Can I afford to make that major purchase?
How can I spend more time doing the things that really matter to me?
…Goal-Specific Planning suits your needs. We’ll work with you to understand what you’re trying to accomplish, determine what it’s going to cost, and identify strategies for funding your goal. Contact us to schedule your no-cost, no-obligation Get Acquainted Meeting to get started today!

If you’re a do-it-yourselfer looking for validation that you’re on the right track…
If you already have a financial planner and you’re looking for more input…
…a Second Opinion from New Means is just the ticket. You engage us for a one-time review, we evaluate the situation and offer our unbiased, professional recommendation. Contact us to schedule your no-cost, no-obligation Get Acquainted Meeting to get started today!

If you anticipate a major change in your financial situation (job change, new family member, change in marital status, inheritance, etc.)…
If some time has passed since our last meeting and you no longer feel certain you’re on the right track…
…it’s probably time for a Financial Checkup.

Once we have worked together to get you on track to achieve your financial goals, we recommend periodic checkup meetings to make sure that you stay on track. Your financial plan is customized to your situation for a given snapshot in time and it’s a great tool for getting you launched in the right direction. But chances are your situation will change over time, whether that means new goals or new life circumstances. Even if your situation stays the same, the environment around you is constantly changing. Interest and inflation rates fluctuate. Certain asset classes outperform others during certain periods, potentially creating a need to rebalance your portfolio. New tax laws are put in place. You want to be sure that your financial plan keeps pace. Contact us to arrange a Financial Checkup to make sure you’re still on track!

Maybe you’re too busy to implement some aspects of your financial plan…
Perhaps you are looking for one-on-one financial education and coaching…
…then opt for Ongoing Advice and Coaching. You can engage us for as little or as much help as you need to move forward with your financial goals. Contact us to discuss how we might be able to help accelerate your progress.
Maybe you have a different kind of financial question…
Maybe you don’t need a comprehensive plan, but you have several areas of interest…
… build your own Custom Solution. Mix and match any of our services, choose from the topic areas below, or contact us to arrange a no-cost, no-obligation Get Acquainted Meeting so we can discuss how we might be able to help you.
Porfolio Review
Cash Flow Management
Tax Planning
Company Stock Options
401K Rollover
Mortgage Refinancing

 

 

 

 

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