Financial Planning

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:

Building, protecting and distributing wealth

Portfolio construction Asset allocation

Estate planning

Life insurance

College funding

Retirement planning

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.

  • 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
  • Bronze

  • $3600.00year

  • 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
  • Silver

  • $4800.00year

  • 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
  • Gold

  • $6000.00year

  • 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

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.

Finances also are a major stressor for many people. We want you to understand your finances. This means simplifying them into concrete goals that are outlined in a way that seems tangible for you. When you partner with us, we’re here for you for the long haul. No matter what life throws your way, we’re here to help you make sense of it and approach situations with confidence.
Life’s complexities are hard to predict. We know that it’s difficult to keep up with these constant changes, and we are here to be a constant source of expertise to help you maintain your financial health.

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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2351 W. Cleveland Ave. Ste. A Madera, CA 93637
(559) 715-1940 emlen@gennextwealth.com