Our Processes & Pricing
Our collaborative process is designed specifically for high-performing financial advisors and their families. We provide the space, structure, and guidance to help them gain clarity on what truly matters, navigate the complexities of their wealth, and take intentional steps toward a more fulfilling life. By blending deep conversations with smart financial strategies, we help advisors move forward with confidence—ensuring their success feels as good on the inside as it looks on the outside.
Foundations of Planning
(Year 1 - We’ll move at your pace)
Meeting 1: Exploration (60-90 min)
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 minutes)
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 minutes)
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 minutes, 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.
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.
How We're Compensated
Our pricing structure is simple, transparent, and designed to grow with you.
While we don’t have an account minimum, our minimum fee is $15,000, billed monthly at $1,250. The first $1,000,000 of asset management is included at no additional cost.
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 $1,000,000. We review your situation two years and make any necessary adjustments to the fee.