Financial planning clients go through an extensive 6-step process in their first year with NewMaker. First, we work to identify and clarify values and goals. Next, we present financial projections and recommendations. Then, we align assets with the plan we have crafted together. Of course, no plan is bullet-proof, which is why we work to build protection for the plan itself. Finally, we partner with other financial professionals to ensure different aspects of the finances are all working together harmoniously.
In future years, clients receive systematic attention on the areas of financial plan monitoring, tax planning and wealth management, and risk management. This keeps our process proactive, as planning should be.
