Planning & Advocacy

  • Understand
  • Plan
  • Present
  • Implement
  • Monitor

Financial planning is about understanding your goals, values, and priorities. We assess your current financial situation, explore alternatives, and create personalized recommendations to help you reach your objectives. We present the plan clearly, implement it, and monitor progress, making adjustments as needed to keep you on track.

Start Your Financial Plan

We Make It Easy: Our Step-by-Step Process

  • Step 1: Understanding You

Financial planning starts with you. When you engage with a NWMG advisor, we always start with gathering the full, comprehensive picture of what makes you tick. We review where you are and where you want to go.

Step 1: Understanding You
Step 2: Building the Plan

  • Step 2: Building the Plan

Now that we know where you want to go, we will review your goals to determine how how we can get you there.

  • Step 3: Presenting the Plan

You’ll review the financial planning roadmap with us and discuss initial action items.

Step 3: Presenting the Plan
Step 4: Implementation

  • Step 4: Implementation

Now we can get started! Let’s work through initial action items together and build momentum.

  • Step 5: Monitor and Update

As time goes on, your goals will shift. We’ll work with you to ensure your financial future matches your life changes.

Step 5: Monitor and Update

Advocacy for Your Financial and Personal Growth

Financial health is so much more than numbers on a spreadsheet; finances are often the central piece that powers the rest of your life. With a NWMG advisor, you won’t just have access to a wealth of technical knowledge—you’ll have a coach, a fiduciary, and a high-definition perspective of your day-to-day finances. You’ll reach a newfound confidence with your finances.

  • Positive reinforcement & coaching
  • High definition perspective
  • Counseling (career, familial, life change, etc)
  • Accountability
  • Fiduciary oversight
Start Your Financial Plan

What is comprehensive planning?

Your financial situation is complex; you deserve someone who can address all aspects of your finances. At NWMG, our advisors use a variety of tools and skills to best serve you. Some of our services include:

Investment Management:

Get a diversified, expert-reviewed portfolio aligned with your spending goals.

Tax:

Find tax-efficient ways to spend and save, with the peace of mind of an expert’s review.

Retirement:

Know your retirement needs and get expert guidance every step of the way.

 

Estate:

Set up the next generation for success with expert guidance and up-to-date information.

Education:

Plan for education costs with expert guidance on savings and tax-efficient solutions.

Employee Benefits:

Set up your benefits in a way that best matches your life goals and ensure that everything is covered.

Goals-based:

Plan big goals like a vacation, renovation, or boat within your overall financial strategy.

Executive Compensation:

Navigate options with a partner, optimizing your long-term plan with expert guidance.

Business:

Specialized advisors guide business owners from purchase to operations and exit planning.

Insurance:

Protect yourself and loved ones with insurance tailored to your needs.

 

Planning Only vs Complete

NWMG offers two flexible tiers to match your unique needs.

Planning Only

Planning Only

Planning Only services offer comprehensive one-on-one financial planning covering all relevant aspects of your financial life. We just don’t manage your money. Clients are assessed a fixed fee for this service (Find out which NWMG advisors offer Planning)

Complete

Complete

Everything in Planning Only, plus management services of your money. Complete service clients benefit from all financial planning services included in their monthly asset management service charge.  The minimum fee will not be lower than the planning only fee.

Choose your ideal financial plan.

We stand by the quality of our services. If for any reason you’re not satisfied, we offer a 30-day money-back guarantee, no questions asked.

Planning Only

Perfect for individuals or small businesses getting started.

$249

/month

  • On-demand financial planning
  • 4 meetings per year
  • Client portal
  • Complete financial statements
  • Tax analysis
  • Allocation advice
Get Started

Complete (Most Popular)

Ideal for growing businesses and websites with moderate traffic.

0.5% - 1.5%

/annual account service cost

  • All planning-only services
  • Portfolio management
  • High-yield cash management
  • Unlimited meetings
  • Concierge account service
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