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NextGen Wealth Services

Monthly Blogs

The Wheel: Building a Well-Rounded Financial Plan

When it comes to managing your finances, thinking about the big picture is just as important as the details. A truly holistic financial plan doesn’t look at just one aspect, it integrates all parts of your financial life into a cohesive strategy focused on your goals. In this post, we discuss “The Wheel”, our approach to building a comprehensive financial plan that evolves with you, providing clarity and confidence at every stage of your financial journey.
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Our Story

Welcome to our very first blog post! Each month we will discuss a variety of topics to provide financial education in a manner that’s both informative and easy to process. We're excited to share our journey with you, and what better way to kick things off than by telling you how we met and why we decided to work together. In this post, we'll take you back to 2017 when we met and share why we decided to team up.             
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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck