NEWLEAF Financial Planning

Welcome to New Leaf Financial Planning


Do you remember how you first learned about money? Perhaps it was a childhood experience of receiving an allowance, opening a savings account, or the satisfaction of earning a first paycheck. Our attitudes and preferences are often rooted in early experiences such as those.

Are you a “save it for a rainy day” kind of person? Does “spend it if you have it” better describe your practice? Or is yours a “buy now and pay later” approach? The bigger question is “Can you name your financial priorities and are you on track to accomplish them?”

For some, money is a mystery. If comes and goes, but never stays with us. Many of us lack mentors or guides who can introduce key concepts for success or identify important pitfalls to avoid. It is important to find someone you can trust who is willing to place your interests first!

Whether you are simply unclear about short-term goals, or would value a conversation about reaching your financial dreams, a few consultations with a money coach could be exactly what you need. When you are ready for a deeper analysis of your financial situation and a detailed plan that can put you on the right path toward financial success, New Leaf can help with that as well!


At New Leaf Financial Planning we understand that one needs to:

  Invest
as well as to Save

  Plan
as well as to Dream

  Monitor
as well as to Implement

We begin by listening to your goals and concerns. We take time to learn about your resources, risks, and obligations so that your financial plan matches your priorities and capabilities, with a goal of providing a clear path forward to the financial future you have in mind.

Our Team

Financial Planner Jay Marshall

Jay Marshall

CERTIFIED FINANCIAL PLANNER
CRD# 6854107

Helping prepare for the financial future you desire is the primary objective of New Leaf Financial Planning. Jay Marshall, CFP® will work with your goals in mind to develop a plan that your resources can support. As a Quaker minister and former seminary dean, Jay thinks deeply about the financial stresses and realities that face most of us. He helps clients meet these challenges by turning over a new leaf in their approach to money and debt.

Jay began investing as a young man while still a graduate student. He made his first mutual fund investment less than a month before the October 1987 market crash so learned early the value of not over-reacting to market volatility! He experienced the cold hard truth that individuals usually need big bank accounts in order to receive attention and service from investment advisers. In working with graduate students and ministers, he observed their frequent need for basic knowledge with regard to income, debt, and investments. Experiences like these are a major reason Jay now offers money coaching and financial planning services.

Services

New Leaf Financial Planning offers flexibility to its clients. Would you benefit from a knowledgeable conversation partner to help sift through and clarify your values, goals, and opportunities? Or are you at a point in life where thoughtful analysis and planning is a priority? Are you a do-it-yourself kind of person who prefers to oversee your plan once you have it in hand? Would you prefer an approach where someone else implements a plan to which you have agreed? New Leaf offers each of those options.

Good coaching starts with focused listening to the issues at hand. Good planning begins with an honest assessment of cash flow, debt levels, and net worth. From that point, clients’ needs will vary.  We are prepared to develop plans that encompass investments strategies, risk management, income tax planning, education planning, retirement planning, estate planning, and more.

Services are provided on a fee-only basis.

Budget and Cash Flow Analysis

Budget and Cash Flow Analysis

Calculation of Insurance Needs

Calculation of Insurance Needs

Saving and Investment Strategies

Saving and Investment Strategies

Model Portfolio Recommendations

Model Portfolio Recommendations

Retirement Planning

Retirement Planning

 Our clients can choose between three options:

You can begin by scheduling an initial conversation at no charge to determine if New Leaf Financial Planning is a good match for your needs.