Guidance for the big picture and finer details
The NEWA Difference
Our clients sometimes refer to CFP® professional Don Roy as their “financial behaviorist” because he does more than buy, sell and give advice. Recognizing that even the best laid plans can require a level of commitment that is hard to maintain, he has been a keen observer of what tends to derail people in pursuit of their goals:
- Confusion
- Inexperience
- Distraction
- Fear
This is why he is committed to helping you:
Gain clarity and confidence by simplifying language, bridging knowledge gaps and breaking complex processes into a few essential steps that are easy to follow. Operating on the “So what?” principle, he’ll distill the information you need into its most usable form, so you always know why it matters and what to do with it.
Take advantage of opportunities to create wealth that you may not have seen, understood or known how to capitalize on, navigate regulatory and tax environments so you can keep more of the wealth you create and plan your income so you can enjoy it over the course of a lifetime.
Make financial decisions that are in your rational self-interest by acting on long-range, full-context judgments rather than fleeting emotions and fight-or-flight responses based on fear of the downside, or of missing out on the upside, of investing.
Don is able to operate at this high level because he has developed an intimate team of personal service representatives who can handle your administrative questions, concerns and transactions quickly and competently.
The result? NEWA offers unparalleled customer service at both advisory and administrative levels.
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We realize the importance of investing time upfront to listening and getting to know you – building a good understanding of your personal goals, current financial situation, investment experience and risk tolerance. It’s also an opportunity to build trust and rapport, make you aware of our capabilities and explain the ways we can help you meet your objectives.
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Next, we will analyze what you’ve shared with us in order to design your comprehensive financial plan, taking into account the different pieces of your financial picture and make sure they cohesively fit together without any gaps or disparities. This step may include collaborating with your other professional advisors such as your accountant and lawyer. We present our recommendations to you, answer your questions, consider alternatives and outline the steps we need to take to implement your plan.
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With your approval, we will execute your customized strategy using the extensive research and resources available to us. This involves the selection of specific account types, investment products and optional services, and the handling of all necessary paperwork.
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Once your plan is implemented, we will review the progress of your plan relative to your defined objectives and suggest any changes where needed. We accomplish this by providing ongoing reporting of your account activity and by conducting periodic reviews. We purposely maintain a close connection with you, so we are in step with your life and aware of any changes in your life that may warrant a revision to your plan.
