Aligning RIA Business Owners' Wealth and Values
NewLeaf empowers RIA business owners in their 40s and 50s with $1M+ in revenue to move beyond financial success. We align your wealth with your vision so your business and personal life thrive together. Advisors deserve the same guidance they provide to their clients, and we’re here to make that happen.
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What Are The Essential Elements of a Life Well-Lived?
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Tony Madsen, CFP®
Husband to Michelle, father to two amazing young men, and an entrepreneur at heart. I thrive on big ideas and taking action—let’s try it and adapt!
I specialize in helping highly driven individuals build a great life, not just an efficient portfolio. And if your significant other ever gives you that look when you start talking finance, don’t worry—I’m fluent in translating our advisor-language into something they actually understand.
Focus on What Matters Most
Let’s chat for 15 minutes about how delegating your personal finances can ease your workload and free up valuable time to focus on 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: Exploration (60-90 mins)
We start with a no-pressure, introductory meeting to get to know each other. We'll discuss what you would like to get our of our work together and whether NewLeaf is the right fit for your needs. After this conversation, if we agree to move forward, we’ll schedule the next steps - including some inspirational work (not homework...).
Meeting 2: Vision (60-90 mins)
We’ll explore the essential elements of a great life and begin to paint a picture of what it looks like for you. I hope you’ll leave this meeting feeling confident and energized to start living into your ideal life!
Meeting 3: Obstacles 60-90 mins)
We'll deepen our vision of a great life and discuss what could possibly get in the way. I hope you'll leave this meeting confident and energized to attack all obstacles in your way!
Meeting 4: 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 5+: Collaboration (60-min, as many as we need!)
Armed with a clear vision of what a great life looks like and your finances organized (or getting there), we'll begin to align the two. 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.