Financial PLANNING
“Our financial planning process manages the most detailed data possible about your finances, goals, time frames, and priorities. Accordingly, we are in a position to respond quickly and adroitly to your changes.”
— Leonard Golub, New Capital
Tool #1: Resilient Financial Plan
In this first episode of our Financial Survival Guide, we explore how a resilient financial plan lays the foundation for everything else — especially in times of uncertainty.
At New Capital, we believe everyone deserves a clear, personalized financial blueprint. From cash flow to retirement, taxes to real estate, our plans help you prepare, adapt, and move forward with confidence — no matter what the future holds.
Financial Survival Guide 2025
Smart Decisions Start with the Right Conversation.
Collaborative by Design
We believe the best financial plans are built together. Our process is centered on real conversations, active listening, and mutual respect — so your plan reflects your input, not just our assumptions.
More Than a Snapshot
Your financial life is constantly evolving. That’s why our plans are living documents, designed to adapt as your goals shift, your family grows, and the world around you changes.
Clarity, Not Complexity
We cut through the noise with clear insights and thoughtful strategy. You’ll understand where you stand, what your options are, and what actions to take — without the jargon.
Values-Driven Strategy
We don’t just ask about your assets — we ask about what matters to you. From charitable giving to socially conscious investing, your plan is built around what you stand for.
Proactive, Not Reactive
We help you stay ahead of change with forward-looking planning that anticipates challenges, identifies opportunities, and supports long-term resilience.
Trusted and Transparent
As a fiduciary, our only agenda is yours. You can expect straightforward advice, clear explanations, and decisions made in your best interest — always.
Wealthy investors are asking…
“Am I missing opportunities to optimize taxes, protect assets, or give more strategically?”
At New Capital, our financial planning process is built to uncover missed opportunities — from optimizing your tax strategy to strengthening asset protection and making your charitable giving more impactful. We take a comprehensive, values-driven approach that helps you align your resources with your goals, reduce inefficiencies, and make smarter decisions with confidence.
Looking for a clearer path toward your financial goals? We’ll help you create a thoughtful, comprehensive plan that reflects your values, reduces uncertainty, and supports smarter decisions — now and into the future.
Take the Next Step
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A financial plan gives you clarity about where you stand today, where you’re headed, and what adjustments you can make to stay on track — especially during times of economic or political uncertainty.
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Your plan covers key areas such as cash flow, retirement, tax, estate, education, charitable giving, business strategy, insurance, and real estate.
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Our process is collaborative and ongoing — not a one-time document. Every plan is guided by a CERTIFIED FINANCIAL PLANNER™ and powered by modern tools so we can update and adapt it over time.
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We recommend reviewing your plan annually or whenever a major life change occurs — such as a job change, inheritance, move, or family milestone.
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Yes. Every client receives a comprehensive financial plan at the start of our relationship — it’s included as part of our standard service.
Common Questions
Disclosures
Financial planning services are offered as part of New Capital Management’s standard advisory relationship and are provided by CERTIFIED FINANCIAL PLANNER™ professionals. While financial plans are intended to guide your strategy, projections are based on assumptions and cannot guarantee future performance. All investments involve risk, and individual results may vary. New Capital Management is a registered investment adviser.