Services
By Next Bloom Wealth
Our PlanFirst™ and Ongoing service models help you meet both your short and long term goals. We also offer investment management and hourly financial planning services depending on your needs.
PlanFirst™
COMPREHENSIVE FINANCIAL PLAN
Most financial advisors are only willing to manage your assets. We think that’s backwards.
That is why Next Bloom Wealth provides a financial plan custom tailored to your situation, goals, and resources.
We call it: PlanFirst™
IS PLANFIRST™ RIGHT FOR YOU?
The first step is something we call the Financial Plan Assessment. It’s a 3-step process to get clarity on your finances and test drive our services.
Your Financial Plan Will Be Developed Over Several Sessions And Can Include Things Like…
Recommendations for emergency fund needs, life insurance, disability insurance, and estate planning.
Social security, tax, risk management, asset management recommendations, and more.
Next steps for college funding, retirement planning, investing.
After you receive your financial plan…
If you need a one time comprehensive financial plan, PlanFirst™ is a step-by-step roadmap to guide your future decisions and actions.
It includes a one page action guide and a comprehensive digital plan. Custom-tailored to your financial goals, situation, and written in language you understand.
After your plan is delivered, it’ll be yours to implement. In some cases, we can offer support and answer single-scope questions at an hourly rate.
If you choose an ongoing relationship with us, PlanFirst™ is a living plan that is revised and revisited quarterly as life changes. Instead of wondering what to do next, you’ll have a personal guide to help you implement your plan.
READY TO GET STARTED?
The first step is something we call the Financial Plan Assessment. It’s a 3-step process to get clarity on your finances and test drive our services.
Ongoing
Planning
For Those With Dynamic Life, Family, And Financial Needs.
An ongoing planning relationship with Next Bloom Wealth is designed for clients with complex needs: planning for retirement, living from investments, reaching a high net worth, and dynamic family situations.
A comprehensive financial plan addressing insurance, estate planning, tax planning, college funding, retirement planning, investing, charitable donations and more depending on your needs.
A minimum of four meetings a year with additional meetings included whenever needed.
Portfolio management by Next Bloom Wealth.
Asset allocation recommendations for employer-sponsored retirement accounts. (401k’s, 403(b)s and 529’s)
Ongoing consultation and communication through the year via phone, video conference, or email.
