New Bridge Wealth Management

Financial Planning

A comprehensive financial plan with objective advice should be your first step to planning your financial future. Your financial plan should be about you-your dreams and your priorities. Your goals are important, not just the ones that are of immediate concern, but all of your goals, both short term and long term.

Look to us for context on the financial matters that mean the most to you.

  • Am I saving enough? Am I spending too much?
  • When should I retire? Do I have enough?
  • Will my children be okay? What kind of legacy do I want to leave?

“Our goal is to be your trusted partner as you travel from one phase of your life to the next. We want to understand what drives you and what solutions we can put in place. Financial Planning is a lifelong process and one in which we want to share with you and your children.”
VINCENT R. BARBERA, CFP®
MANAGING PARTNER, WEALTH MANAGER

Design Phase

Conversation: We meet with you to discuss your financial situation, your concerns, and your goals for the short and long term.

Data gathering: Working together, we gather all the documents and other information needed to create your financial blueprint, which we prepare for your approval.

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Construction Phase

Setting the foundation: After you approve the blueprint, we work on your financial plan, a comprehensive document addressing needs such as cash flow, retirement, estate planning, income replacement, education funding, insurance, major purchases, and asset allocations.

Recommendations and final walk-through: We meet to review the solutions outlined in your financial plan. Once we agree, we move on to the production phase.

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Production Phase

Implementation: We take the preliminary steps, such as transferring your accounts and restructuring your portfolios, as we begin implementing the recommendations in your plan.

Ongoing inspection: We meet on a regular schedule to review your plan and update it as necessary to address changes in your life.

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