What We Do

Trust is the cornerstone upon which each of our client relationships are built. We are fiduciaries with a legal obligation to do what is in YOUR best interest. In plain speak, we are legally liable for all the recommendations we provide to our clients.

We understand that today’s young professional has a lot of competing demands on their time. While setting sound financial habits is top of mind for most, finding the time to do it yourself is another challenge. That is why Nxt:Gen Financial Planning has created several approaches designed with today’s modern young professional in mind.

Our clients grew up in a digital, on-demand world. This is why we incorporate the latest in financial planning technology into our process. Everything from the way we connect with clients in a virtual setting, to cutting edge tools designed to be accessed on the go, Nxt:Gen Financial Planning was built to serve the next generation.

We make financial planning simple, easy to understand, personalized to your unique situation, and fun! As a fee-only CERTIFIED FINANCIAL PLANNER™ professional, you can be confident that the advice you receive is cutting edge and unbiased. No product sales. No commissions. Just conflict-free advice designed with you first.

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Our Services

Our Approach Discovery

Nxt:Gen Personal CFO

The Nxt:Gen Personal CFO package is a customized financial plan that weaves all aspects of your financial life into one coherent strategy saving you time, money, and providing peace of mind. This package has been uniquely designed to support the successful professional who has a range of complex financial questions, and not enough time to address them on their own. Questions like:

  • Is there anything else I can do to reduce my income taxes that I’m not doing now?
  • How do I invest the money I currently have?
  • Am I properly invested in my workplace retirement program?
  • Am I paying too much for my current investment portfolio?
  • Can I start my dream business?
  • How much money do I need to retire?
  • How do I get out of student or credit card debt?
  • How do I spend less and save more?
  • Do I have the right insurance so my family will be taken care of if I die, become disabled, or am sued?
  • Should I rent or buy?
  • What is the best way to save for my children’s college education?
  • How do I maximize workplace employee benefits?
  • How do I know if this job offer is the right one for me and my family?
  • How do I maximize the value of my business for myself and my family?
  • Where can I turn to find a trusted tax, insurance, or legal advisor?

The Nxt:Gen Personal CFO package uses a collaborative process that helps maximize your potential for meeting life goals through financial advice that integrates relevant elements of your personal and financial circumstances. Investment management is included in the Personal CFO package at no additional cost. Continuous monitoring of your plan is built into the package, and as we make progress we will continue to monitor and adjust your plan as your situation changes. With Nxt:Gen Personal CFO, you are never alone.

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Our Approach Get Organized

Nxt:Gen XLR8

Designed for the up and coming professional under 30. Nxt:Gen Financial Planning understands that these first few years in the workforce are critical to your financial success later in life. Not only that, but there may be some goals that you want to accomplish before finally settling down.

Want the freedom to travel more? Student debt acting like a ball and chain on your financial growth? Should you take a job with the highest salary, or the highest growth potential? Do you want to start your own business and follow your passion, but don’t know where to start? With the Nxt:Gen XLR8 package, we will focus on:

  • Formulating and crystalizing your financial and personal goals
  • Creating a realistic budgeting and savings plan
  • Analyzing and formulating a plan for paying off your student debt
  • Researching and optimizing your workplace retirement plan and benefits to lower cost and maximize gains
  • Holding you accountable to your goals
  • Providing you with financial mentorship and education

Nxt:Gen XLR8 is designed as an entry point to our Personal CFO package. Setting yourself up today will leave you better prepared for tomorrow. And with the ongoing support of a CERTIFIED FINANCIAL PLANNER™ professional, we can help you do “adulting” right.

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Our Approach Creation And Presentation

Nxt:Gen Investor

Sometimes, all you want is professional investment advice and guidance. Building the right investment portfolio takes time, expertise, and patience. And managing that portfolio takes discipline, dedication, and the ability to tune out the financial noise generated by the media.

No matter if it is a personal brokerage account, IRA’s, or a small business retirement program, Nxt:Gen Investor provides personalized investment advice built upon Nobel Prize winning research using exclusive funds not accessible to the retail investor. With ongoing monitoring and support from a Chartered Financial Analyst® (CFA) and investment support team, we can help you maximize your investment strategy while letting you handle the rest of your financial life.

Nxt:Gen Financial Planning is proud to offer access to Dimensional Fund Advisor portfolios – investments that are exclusively available through qualified and approved financial advisory practices.

DFA funds are only offered through qualified financial advisors. Their combination of low fees and proven investment strategy designed around Nobel Prize winning research has contributed to their standing as some of the highest rated funds available. DFA funds have been translating financial science into practical investment solutions since 1981.

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