Our Process
You are at the center of everything we do at NEPWA. When your goals change, we will adjust your strategies to match. When life throws unexpected twists and turns, we will pivot when and where is needed to support you.
Our Process
Step 1. Listen
To be clear – the listening and learning will never end, but it’s certainly where we start! At NEPWA, we build strong client relationships through trust, transparency, and a consultative, educational approach, and this starts with learning all about you and your family on day 1.
Step 2. Create
We take great pride in knowing our clients on a personal level, using that depth of understanding to collaboratively craft a plan that’s uniquely right for you, your family, and your future. Our integrated team of advisors works closely with you to identify and address key planning areas that may include income tax, estate planning, college saving, retirement planning, insurance, philanthropic giving, and executive compensation – just to name a few!
Step 3. Educate
At NEPWA, we do not just build your plan and hit play. We take care and time to sit with you and other key decision makers to review each aspect of your plan and explain the “why” behind our recommendations. One of our core values is to educate our clients, and we take that responsibility seriously to ensure you get the high level of service you deserve, and to help you feel comfortable making the best decisions you.
Step 4. Integrate
We will work closely with your other professional advisors (including accountants, attorneys, estate planners, etc.), facilitating the flow of information to create a well-diversified, tax-efficient, coordinated wealth strategy tailored to your short- and long-term financial goals. We make sure that all the pieces of your wealth plan come together into a seamless, well-organized picture to build a solid foundation to support the other aspects of your life.
Step 5. Partner
We are here for you as a partner in wealth, and in life. We are here day-to-day to answer your questions whenever they arise. We are here to celebrate life’s joyous moments with you. We are also here to support you through life’s most challenging moments. We are partners through it all and will be here to help support you.
Let’s connect and start building your future together.
We’d love to learn more about you. A member of our team will follow up to share how NEPWA can earn your trust with objective, thoughtful, and personalized service.