Building the Family Bridge:
The Newbridge Planning Process
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.
We will gather all relevant financial and family information. We will talk often to eliminate any miscommunication and prepare the blueprint for final approval.
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.
Recommendations & Final Walk Through
We meet to review the solutions presented in the plan. If approved, we prepare the plan for action.
Implementation and Openings
After agreement, actions include the transferring of accounts, restructuring of portfolios, establishing saving plans, etc.
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.