Aligning RIA Business Owners' Wealth and Values
At NewLeaf Financial Guidance, we understand the financial challenges faced by RIA business owners aged 30-50 who generate $500k+ in revenue. We're here to help you and your family achieve financial peace of mind, so you can focus on what matters most.
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Cash & Investment Planning
Offering Financial Value
Evidence Based
Tax & Retirement Planning
Tony Madsen, CFP®
Founder, Switchboard
Family is at the heart of everything I do. As the Founder of NewLeaf Financial Guidance, I specialize in helping RIAs and their families align their finances with their values through thoughtful, evidence-based planning. My goal is to give advisors the clarity and confidence they need to prioritize their own financial futures.
Focus on What Matters Most
Let’s chat for 15 minutes about how offloading your finances can lighten your load and give you back valuable time for what truly matters.
Our calls are always laid-back and stress-free. Guaranteed.
Why Work With NewLeaf?
At NewLeaf, we understand the specific financial complexities faced by RIA business owners because we've been there ourselves. Our personalized approach ensures that your financial strategy aligns seamlessly with both your professional goals and personal values.
RIAs often overlook their own financial well-being. We empower them to prioritize their financial futures with thoughtful, evidence-based planning, fostering clarity and confidence for themselves and their families.
Let's Work Together
Let’s take the same thoughtful, evidence-based approach you offer your clients and apply it to your own financial future. In just 5 simple steps, we’ll assess your needs and see if we’re the right fit for you.
Meeting 1: Initial Conversation (60-min)
We start with a no-pressure, introductory meeting to get to know each other. We’ll discuss what you hope to get out of this potential relationship and whether NewLeaf is the right fit for your needs. If you have a partner or spouse, they will join us as well. After this conversation, if we agree to move forward, we’ll schedule the next steps.
Meeting 2: Clarify Your “Why” (60-min & 15-mins of pre-work)
We’ll explore what matters most to you in life through a values exercise. This allows us to use your values as a lens through which we view all future financial decisions. I hope you’ll leave this meeting feeling confident and energized to start living your ideal life with money as a tool.
Meeting 3: Get Organized (homework & online communication)
Together, we’ll organize your personal financial data through our secure online portal, ensuring a clear understanding of your current financial situation.
Meeting 4+: Collaboration (60-min, as many as we need!)
With your finances organized, we’ll begin to align them with your values. In our collaborative recommendations meeting, we’ll discuss the best steps to improve your financial picture, identifying the most meaningful and achievable next steps. We won’t create a 100 page financial plan, but we create a list of 3-5 actions we can put into place now to be more efficient.
Implementation & Execution (homework, possible meeting)
Now that we’ve outlined the next steps, it’s time for action! We’ll help implement the agreed-upon strategies to move you toward your financial goals.
Giving Back.
Tony Madsen, CFP® started NewLeaf with a simple goal: to make a real difference. Beyond financial planning, NewLeaf is about giving back, with 10%+ of revenue going to causes that matter to clients and their communities.
- For all New Clients I will: Donate 10% of year one revenue to a cause that is important to them.
- For all Referrals I will: Not only donate 10% of year one revenue to a cause important to the new client, I'll donate 10% of year one revenue to a cause which is important to the referer.
- On an ongoing basis, I will: Donate 10% of net revenue to causes important to Michelle, Simon, Carsten, and myself.