Financial Planning
As you think deeper about your future, your financial goals become larger. And as they become larger, they probably become a bit scarier too. At Gen Next Wealth, we know that there are many different circumstances and factors that can go into someone making a financial plan for themselves and their family. This especially runs true for people of color.
With the pressures of systemic inequalities, people of color are often left with fewer resources when it comes to financial planning. Many people are uncomfortable talking about their finances in the first place. We understand these issues and are trained to help you navigate them. We strive to help you clarify, simplify, and organize your financial life.
Our Financial Planning Services
Our Planning Clients have unique circumstances, and we’re ready to help organize them. These aspects of their financial life include:
Ongoing communication is the most effective way to accurately achieve financial goals and maintain a financial plan. Laws and investment markets are ever changing. We want to make sure that our Planning Clients understand each as they relate to their personal financial plan.
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Choose Your Plan
- Unlimited Access to Investment Advise
- Comprehensive Financial Plan
- Cash Flow Planning
- Asset Management Services
- Annual in - person, video or phone review
- Ongoing communication throughout the year
- Additional Support for life changes
- Financial Risk Management
- Employment Benefits Review
- Financial Position Statement
- Retirement Planning
- Tax Planning and Preparation Services
- Quarterly check-ins
- Estate Planning Servies
- Annual Estate Review
- Monthly accountability calls
- Complex Scenarios
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Bronze
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$3600.00year
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Unlimited Access to Investment Advise
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Comprehensive Financial Plan
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Cash Flow Planning
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Asset Management Services
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Annual in - person, video or phone review
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Ongoing communication throughout the year
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Additional Support for life changes
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Financial Risk Management
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Employment Benefits Review
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Financial Position Statement
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Retirement Planning
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Tax Planning and Preparation Services
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Quarterly check-ins
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Estate Planning Servies
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Annual Estate Review
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Monthly accountability calls
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Complex Scenarios
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Silver
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$4800.00year
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Unlimited Access to Investment Advise
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Comprehensive Financial Plan
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Cash Flow Planning
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Asset Management Services
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Annual in - person, video or phone review
-
Ongoing communication throughout the year
-
Additional Support for life changes
-
Financial Risk Management
-
Employment Benefits Review
-
Financial Position Statement
-
Retirement Planning
-
Tax Planning and Preparation Services
-
Quarterly check-ins
-
Estate Planning Servies
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Annual Estate Review
-
Monthly accountability calls
-
Complex Scenarios
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Gold
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$6000.00year
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Unlimited Access to Investment Advise
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Comprehensive Financial Plan
-
Cash Flow Planning
-
Asset Management Services
-
Annual in - person, video or phone review
-
Ongoing communication throughout the year
-
Additional Support for life changes
-
Financial Risk Management
-
Employment Benefits Review
-
Financial Position Statement
-
Retirement Planning
-
Tax Planning and Preparation Services
-
Quarterly check-ins
-
Estate Planning Servies
-
Annual Estate Review
-
Monthly accountability calls
-
Complex Scenarios
Using a holistic approach, we take the goals that you have and clarify them. Usually, people have a rough outline of the bigger picture.
For example, they’ll probably have a decent idea of where they’d like to be in 5 years. We’ll take that vague idea and paint a clear picture in your head.
Let’s Make This Personal
At Gen Next Wealth, we’re here to get to know you in ways that are much different than other professionals that you may hire for other facets of life. There are fewer topics that are more personal than your finances. We understand that this may be a sensitive subject for our clients. Our approach emphasizes empathy and compassion to a level that makes it feel like you’re working with us.
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