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Financial Planning Process At NGFP

Financial Planning

Putting all the pieces together to help you clarify your goals and turn them into your reality. We believe that financial planning is an ongoing and collaborative process to help maximize the odds of accomplishing the things that are most important to you, and not just a 300 page binder of charts & graphs that you don’t know what to do with or an investment product to sell.

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Investing

Stop aimlessly chasing performance, and start actually working towards your goals with a portfolio that is aligned with your financial plan. Our approach is broadly diversified, low cost, tax-smart, research-backed, and easy to understand. No account minimums or hidden costs.

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Tax Planning

Effective tax planning strategies such as shifting the timing of income and deductions, taking a thoughtful approach to equity compensation, or using tax-efficient investments and account types can all help ensure that you’re maximizing your after-tax income. We’ll stay on top of the evolving tax code so that you don’t have to.

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Cash Flow & Debt

Managing monthly spending along with repaying debt like credit cards or auto loans can be challenging, especially for those with variable income streams because of bonuses or commissions. We can help find ways to smooth things out, along with reviewing related topics like credit scores and liquidity of your assets.

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Estate Planning

This critically important area is overlooked far too often, especially by those who think that they aren’t wealthy enough or old enough to need an estate plan. We’ll help review your beneficiary designations, assess the need for documents such as wills or trusts or powers of attorney, optimize asset titling, and address any other estate concerns in collaboration with your estate attorney.

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Insurance

Financial planning isn’t just about building wealth, it’s also about protecting what you’ve built. We’ll review your current insurance policies such as life, disability, health, long term care, homeowners, umbrella, and auto to ensure that you have appropriate coverages at fair rates. As a fee-only financial planning firm, we never sell insurance ourselves and we make objective assessments to give recommendations that are in your best interest.

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Student Loans

For many young professionals, massive student loans feel like an enormous burden that they’ll never be able to escape from. Your student loans don’t have to put a hold on the rest of your life plans! We’ll help you navigate all of the options for refinancing, enrolling in income-driven repayment plans such as PAYE or ICR, and applying for forgiveness programs like PSLF in a way that makes sense within the context of your broader financial plan.

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GETTING STARTED IS EASY

Want to see if we're right for you?
Take the first step by scheduling an intro meeting

Isn’t it time you got the real financial planning advice you’ve always wanted? The first meeting is on us.
There’s no cost, no sales pressure, and no judgement - just a conversation to see if we’re a good match.

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