• Who does A New Dawn Financial work with?

    A New Dawn Financial supports individuals and families during key life transitions, such as preparing for retirement, changing careers, moving homes, or expanding families. Our clients value thoughtful guidance that adapts to their unique circumstances, with a financial plan that grows alongside them. Whether you’re approaching a major life shift or simply looking to take greater control of your financial future, we’re here to help.

  • What makes A New Dawn Financial different from other financial advisors?

    At A New Dawn Financial, we are more than advisors – we are partners in your journey. Our boutique approach combines sophisticated planning with genuine care, ensuring you receive tailored, relationship-focused guidance. We’re committed to helping you not only preserve and grow your wealth but also feel secure and confident at every stage of life.

  • I already have a financial advisor. Is there a benefit to working with A New Dawn Financial?

    Absolutely. We often collaborate with clients who are seeking a more personalized approach or want a fresh perspective on their financial journey. If you're in the midst of a significant transition or feel your current strategy may not fully align with your evolving goals, we’d be happy to discuss how our approach could complement or enhance your existing plan. We offer a complimentary consultation to explore if working together is the right choice.

  • What services do you provide?

    Our comprehensive services include financial planning, investment management, retirement planning, estate planning, and risk management. We also specialize in areas such as income planning for retirement, long-term care strategies, tax-efficient wealth transfer, protections strategies with insurance and legacy planning. Each service is designed to meet your specific needs, ensuring a holistic approach to your financial well-being.

  • How does A New Dawn Financial approach financial planning?

    Our planning is comprehensive and customized to fit your goals. We take the time to understand your unique needs, values, and financial aspirations, building a strategy that reflects your whole life. Each plan is designed to adapt as you navigate life’s changes, helping you preserve and grow your wealth with confidence.

  • Is there a minimum asset requirement to work with A New Dawn Financial?

    We welcome clients who are dedicated to building a thoughtful financial future, regardless of specific asset levels. Instead of focusing on minimum assets, we prioritize working with individuals and families who value professional guidance, a collaborative approach, and long-term planning. If you’re looking for personalized financial support and a valued qualified professional Collaborative on your financial journey, we’d love to connect and explore how we can help.

  • Do you provide tax or legal advice?

    While we don’t provide tax or legal services directly, we work closely with a network of trusted professionals. We collaborate with your existing advisors or can recommend experienced tax and legal professionals to ensure that every aspect of your financial plan is well-coordinated.

  • How can I get started?

    Getting started with A New Dawn Financial is simple! We offer a complimentary initial consultation to discuss your financial situation, goals, and any questions you may have. This conversation helps us both determine if we’re a good fit to work together. To schedule your consultation, please reach out through our website or give us a call.

  • What can I expect in our first meeting?

    Our first meeting is all about you. We want to hear about your financial goals, current situation, and any particular challenges or questions you have. This is an informal, no-obligation conversation focused on understanding how we can best support you. We’ll discuss how we work, answer your questions, and help you decide if A New Dawn Financial is the right fit for your needs.