Who I help: Overlooked by other advisors
Too small for other advisors? Not for me.
When I was young and had little money, advisors weren’t interested in me. So I taught myself. New Leaf is especially for the people big firms pass over.
What’s on your mind
- I have $50,000 saved. Is that worth planning?
- Advisors keep telling me I don’t have enough to work with.
- I don’t even know what questions to ask.
- I don’t want to be sold something.
How I help
Many advisors only work with people who have a million dollars or more to invest. If you have fifty thousand, or a few hundred thousand, you may have been told, politely, that you’re not a fit.
You are a fit here. A plan matters most when every dollar has a job. And I believe knowledge is power: I want you to understand how your money works, so you can weigh your options with confidence.
Where we’d likely start
Budget and cash flow
Where the money comes from, where it goes, and what you’d like to change.
Learn moreRetirement income
How your savings, pensions and benefits can become a steady monthly income.
Learn moreInvestments and risk
A mix that matches how much up and down you can live with.
Learn moreA second opinion
A plain look at a plan, advisor or annuity you already have.
Learn more
Complimentary checklist
13 questions to answer before you retire
Social Security timing, pensions, which accounts to draw from first, health costs and who handles things if you can’t. The questions Jay would want you to have thought through, in plain words.
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Ready to turn over a new leaf?
Start with a conversation. It’s complimentary, it’s unhurried, and you’ll leave knowing whether a plan makes sense for you.
CFP® professional · No account minimum · Fees explained before you decide