Our Processes & Pricing
At NewLeaf Financial Guidance, we provide personalized, values- and evidence-based financial planning tailored specifically for Registered Investment Advisors (RIAs) and their families. Our goal is to empower advisors, like yourself, to manage their finances with the same care and attention they give to their clients.
Foundations of Planning
(Year 1 - We’ll move at your pace)
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.
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.
Ongoing Planning
(Year 2+)
Semi-Annual Meetings
Each spring and fall, we’ll meet to review your financial progress and goals. In our spring meeting, we’ll focus on reviewing values, assessing goals, and updating strategies. In the fall, we’ll review tax strategies, workplace benefits, and protection plans to ensure you’re on track.
Continuous Support
Throughout the year, we systematically review all aspects of your finances, ensuring everything is aligned with your goals. You can also schedule ad hoc meetings as needed to address any urgent questions or life changes.
What We Charge
Our pricing structure is simple, transparent, and designed to grow with you. We specialize in providing RIAs and their families with thoughtful, values- and evidence-based financial planning, ensuring you experience the same care and clarity you offer your clients.
An Overview
While we don’t have any account minimums, our minimum fee is $7,500, billed monthly at $625. This covers comprehensive financial planning and the first $500,000 of asset management.
After our free consultation, we'll give you a personalized quote, which may adjust based on factors like stock options, real estate, or assets over $500,000. We review your situation every year and make any necessary adjustments to the fee.