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Financial Planning

Planning & Advocacy

Financial planning is about understanding your goals, values, and priorities. We assess your current financial situation, explore alternatives, and create personalized recommendations to help you reach your objectives. We present the plan clearly, implement it, and monitor progress, making adjustments as needed to keep you on track.

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01

Understand

02

Present

03

Implement

04

Monitor

Advocacy for Your Financial and Personal Growth

Financial health is so much more than numbers on a spreadsheet; finances are often the central piece that powers the rest of your life. With a NWMG advisor, you won't just have access to a wealth of technical knowledge—you'll have a coach, a fiduciary, and a high-definition perspective of your day-to-day finances. You'll reach a newfound confidence with your finances.

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  • Positive reinforcement & coaching
  • High definition perspective
  • Counseling (career, familial, life change, etc)
  • Accountability
  • Fiduciary oversight

What is comprehensive planning?

Your financial situation is complex; you deserve someone who can address all aspects of your finances. At NWMG, our advisors use a variety of tools and skills to best serve you.

Investment Management

Get a diversified, expert-reviewed portfolio aligned with your spending goals.

Tax

Find tax-efficient ways to spend and save, with the peace of mind of an expert's review.

Retirement

Know your retirement needs and get expert guidance every step of the way.

Estate

Set up the next generation for success with expert guidance and up-to-date information.

Education

Plan for education costs with expert guidance on savings and tax-efficient solutions.

Employee Benefits

Review benefits decisions as part of the broader financial picture.

Goals-based

Translate values and priorities into a plan that can be implemented and monitored.

Planning Only vs Complete

NWMG offers two flexible tiers to match your unique needs.

Planning Only

Planning Only services offer comprehensive one-on-one financial planning covering all relevant aspects of your financial life. We just don't manage your money. Clients are assessed a fixed fee for this service.

Complete

Everything in Planning Only, plus management services of your money. Complete service clients benefit from all financial planning services included in their monthly asset management service charge. The minimum fee will not be lower than the planning only fee.

Choose your ideal financial plan.

We stand by the quality of our services. If for any reason you’re not satisfied, we offer a 30-day money-back guarantee, no questions asked.

Planning Only

Perfect for individuals or small businesses getting started.

Starting at

$249 /month

  • On-demand financial planning
  • 4 meetings per year
  • Client portal
  • Complete financial statements
  • Tax analysis
  • Allocation advice
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Complete (Most Popular)

For individuals seeking a holistic wealth management relationship.

0.5% – 1.5% / annual account service cost

  • All planning-only services
  • Portfolio management
  • High-yield cash management
  • Unlimited meetings
  • Concierge account service
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Ready to Take Your Financial Planning to New Heights?

Select a Financial Planner and Experience the Power of High-Performance Financial Planning, and Stellar Customer Support.

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