Disclosure Statement:

Our firm, Next Gen Financial Planning, would like to clarify that we are not affiliated with any third-party service providers or companies mentioned on our website. While we may reference their services from time to time, it is important to note that our clients are not required to use their services as a condition of working with us.

Please be aware that clients engage with these service providers under a separate arrangement and pay them separately from our advisory fee. We do not accept compensation for listing them. Therefore, it is crucial for you to conduct your due diligence and ensure that any third-party service provider or company chosen is suitable for your specific needs.


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.