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Am i doing
the right things with my money?
We help busy parents and mid-career professionals gain confidence, maintain balance, and make progress in their financial lives.
who is the New Wealth Project for?:
Are you ready to retire? Check out our other service, Financial Coach: Your Retirement Gameplan, designed to help successful savers navigate retirement with confidence.
What Is The New Wealth Project?
The New Wealth Project is our comprehensive planning process to empower confident decisions and build balanced wealth.
The Project typically consists of four sessions followed by an opportunity to partner with us for ongoing advice and implementation.
What is The New Wealth Project Not?
Not your "Dad's Guy"
Your parents’ advisor may have been a good fit for them. But their approach, tech, and advisory expertise might not be equipped to guide your financial decisions. We’ve designed a service for the unique planning needs of busy parents and mid-career professionals.
Not A DIY Approach
There are plenty of apps for saving and investing on your own. But our clients come to us because they want more than a platform—they want a thinking partner who brings clarity, accountability, and intentionality to their financial lives.
Not a Product Salesperson
We’re not here to push certain insurance or investment products. As experienced, fee-based fiduciary advisors, we’re committed to giving you objective advice that serves your best interests.
What's most important
to you?
Investment Advice offered through FC Advisory, LLC, a registered investment advisor doing business as New Wealth Project
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