Financial Planning
Newpark’s financial planning process will give you a framework for making an educated decision about:
How we can help you approach and move through the retirement transition.
How working with us will help you sustain your retirement income and reach your financial planning goals.
How we coordinate the withdrawals from your brokerage and investment accounts to replace your paycheck.
LEARN MORE CALL
In this 20 minute phone call you will learn exactly how much money you will need to retire comfortably – and to stay comfortably retired.
We will also look to hear about your goals and what you are trying to accomplish. Only if there is a good fit will we move on to the next step.
FIRST MEETING
The goal of this meeting is to get perfectly clear on your concerns, your unique financial situation – and what prompted you to reach out at this particular time.
Your input, along with the documents we request you bring, will guide our analysis and result in answers to three critical retirement questions.
OUR ANALYSIS
We will apply our experience and expertise to answer the following questions:
Can you afford to retire?
Are your overpaying your taxes?
Can your investments be improved?
SECOND MEETING
During this meeting we will explain exactly what you need to do to achieve your financial goals – and provide you the answers to the three important questions we asked during our analysis.
This is where you will see, in dollars and cents, how our firm can improve your finances.
At the end of this meeting we will ask if you would like to begin working with our firm – or if you would like to sleep on it.
SLEEP ON IT
Prior to deciding whether we should work together, you will want to feel comfortable with your answers the following questions:
Do I like and trust the team at Newpark Wealth?
Will the benefits provided exceed the cost?
Do I understand and agree with Newpark’s financial planning and investment philosophy?
Do Newpark’s recommendations make sense to me?
GET STARTED
During this meeting we will answer any questions or concerns you have – and if you are ready – start the paperwork to become a client. (Prior to this meeting we will have sent you a detailed explanation of the new client process.)
Please know that while we would love to work with you, if you decide that it’s not a good fit, we will wish you the best and every future success. There is never a hard-sell or pressure to move forward.