To engage in our financial planning process, what we refer to as The Legacy Compass™, we provide you with the instrument that will assist you in discovering, planning and protecting your legacy. There is no mystery to financial planning. What it simply requires is taking a personal, in-depth look at your goals and deciding how you intend to achieve them. Our process ensures that your financial world is organized, easy to understand and always accessible to you. We accomplish this through our five step process.
Initial Breakthrough
Discuss the financial goals you want to prioritize and review the steps already taken to achieve them.
The Discovery Analysis:
We present a snapshot of your current financial picture and compare it with your stated values, goals and objectives.
Mapping The Journey:
Layout custom designed options, based on your goals and ideas that will map the journey to achieve financial autonomy.
Implementation:
Once you have decided on the course, we can then employ the strategies and recommendations that will provide you with peace of mind.
Maintaining the Legacy Compass:
We continually monitor your situation to ensure that you remain on track to work towards your goals.
Our Services
Our designs and strategies on wealth accumulation, wealth preservation, risk management, financial & estate planning are completely customized based on what you want and need. We take your ideas, add some ingenuity and develop a plan that is yours and yours alone. We take a proactive, not reactive, approach to investing, risk management and planning.
Your Team
Unlike most of us, Robert is happiest when there is an ample amount of snow on the ground. An avid snowboarder, he spends as much time in the mountains as possible. The foundation of his belief as an advisor and fiduciary is that clients deserve someone who will act in their best interest with independence and objectivity. He volunteers and proudly serves on the advisory board for the non-profit Defy Ventures.
Kathy is a proud mother of her two sons – Christopher and Ryan. She is a full-time hockey and basketball mom outside of the office and very much enjoys watching her boys pursue their passion. She can tie a pair of ice hockey skates like no other! Kathy brings to NWP over 25 years of experience in the financial services industry.
Sara, a very proud born and bred New Yorker is passionate about many things, not least her children, grandchildren, and her dog; as well as politics and social issues. Some of her happiest moments involve expressing her creativity in the kitchen, especially honing her sourdough bread baking skills. She loves taking photographs, collecting fabric and art, listening to music, and traveling as much as work will allow. She loves educating friends and clients on how to manage and build their assets to best achieve their financial goals.
Being a true Cancer, Ivor loves the ocean (or any body of water) and tries to go as often as possible. His favorite water activity is jet-skiing. When not submerged, he spends his time taking extremely good care of his mother and doing various chores around the house including lots of landscaping. He brings to NWP 18 years of experience working at The Sara Brandston Group. He enjoys assisting Clients and has a passion for customer service.
Kaili is NWP’s Office Assistant who is new to the finance and business world but has years of experience with assisting clients and providing support across various industries. Outside of the office, Kaili is a Doula or Birth worker supporting new families throughout their pregnancy journey and early parenthood.
Buddy is currently training to become NWP’s official client greeter, doing his best to fill the very big paws left by our beloved Rita. Fortunately, his Cavapoo sweetness, curiosity, and tail-wagging professionalism make him a natural fit for the job.
Contact Us
If you have any questions or would like to set up a complimentary consultation, please feel free to provide your information below:
