Building the Family Bridge:

The Newbridge Planning Process

Design Phase

1

Conversation & Delivery

In the initial conversation, we will discuss your short and long-term goals. We will discover the type of structure specific to you and your family.

2

Data Retrieval

We will gather all relevant financial and family information. We will talk often to eliminate any miscommunication and prepare the blueprint for final approval.

Construction Phase

3

Set the Foundation

After blueprint approval, we begin to work on your family’s financial plan. We run various scenarios to test the strength of the underlying assumptions.

4

Recommendations & Final Walk Through

We meet to review the solutions presented in the plan. If approved, we prepare the plan for action.

Production Phase

5

Implementation and Openings

After agreement, actions include the transferring of accounts, restructuring of portfolios, establishing saving plans, etc.

6

Ongoing Inspection

We continue to meet on a regular schedule to revisit the plan to ensure the structure is sound. We make any necessary changes after inspection.

Frequently Asked Questions

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What sets you apart from other advisory firms?
  1. We start with a balance sheet, not ABC stock or XYZ fund.
  2. We sell nothing but advice.
  3. We act as fiduciaries, always putting our client interests first.
  4. We utilize the best technology in the business.
  5. We are a rare combination of experience, knowledge and youth.
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How would you describe your approach?

We aim to be fully integrated and aware with our clients. In our view, the better we know each other the more value you’ll receive from us. We have a family-office, multi-generational style, meaning we want to be long-term partners with your family and deliver what you want, when you want it, with an emphasis on exceptional service.

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What range of subject matter do you cover?

From how to start saving to how to retire in style. Everything revolving around your cash flow and net worth is within our scope. From how to finance a big transaction to how to dispose of it with the tax liability minimized. From an original estate plan to the administration of the estate. From maximizing your asset growth to protecting assets against market anomalies and other risks. If it scratches the surface of ‘personal finance,’ we have you covered.

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How are you compensated?

By you alone, not a third party. We do not receive any revenue whatsoever from our business partners, vendors, or other parties. Further, you always know what you are paying us. Nothing is hidden. Your fee is written in black and white within your client agreement. It is not embedded within any investment or insurance product. In addition to being good business practice, we think this helps clients size up the value of our service.

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Do you act as custodian for client assets?

No, we use a third-party custodian for safely holding all client assets. The custodian produces monthly and quarterly statements and delivers them directly to you. On those statements, you see holdings, transactions, fees, and other details. The client authorizes Newbridge to have limited powers with respect to the accounts, such as permission to receive transaction data from the custodian (to report investment returns to the client).

Our Partners

  • CFP
  • NAPFA Registered Financial Advisor
  • FPA: Financial Planning Association