Your Full Service Financial Planner!

MORE THAN AN INVESTMENT MANAGER

At Next Adventure Financial, we focus on helping individuals who are either approaching retirement or already enjoying it.

We offer personalized strategies to help you achieve the life you’ve worked hard to build. We focus on what matters most to you, making sure every step of your financial plan aligns with your goals and dreams for the future.

Our Core Services:

  • Retirement planning
  • Tax planning
  • Investment management

Transparency is extremely important to us. As such, we don’t hide our fees. Below, you’ll see the different ways you can work with us along with the services & fees for each option!

Your Full Service Financial Planner!

MORE THAN AN INVESTMENT MANAGER

At Next Adventure Financial, we focus on helping individuals who are either approaching retirement or already enjoying it.

We offer personalized strategies to help you achieve the life you’ve worked hard to build. We focus on what matters most to you, making sure every step of your financial plan aligns with your goals and dreams for the future.

Our Core Services:

Retirement planning

Tax planning

Investment management

Transparency is extremely important to us. As such, we don’t hide our fees. Below, you’ll see the different ways you can work with us along with the services & fees for each option!

Trusted Financial Planning

We develop a financial plan for every client we serve. A well-designed financial plan will provide you with the clarity and confidence to address every area of your life.  Common areas we regularly assist clients with include their cash flow, investments, taxes, retirement planning, estate planning, and insurance.

As your financial planner, we’re here to watch your blind spots and serve as your go-to resource for any and all financial questions.

Proactive Tax Planning

Income taxes are often one of the largest expenses we’ll encounter throughout our lifetime. Our firm is dedicated to ensuring that our advice not only acknowledges this significant expense but also provides thoughtful and effective strategies to reduce your tax bill.

We also work collaboratively with your tax preparer to ensure that are no missed opportunities when it comes to your tax situation.

Trusted Financial Planning

We develop a financial plan for every client we serve. A well-designed financial plan will provide you with the clarity and confidence to address every area of your life.  Common areas we regularly assist clients with include their cash flow, investments, taxes, retirement planning, estate planning, and insurance.

As your financial planner, we’re here to watch your blind spots and serve as your go-to resource for any and all financial questions.

Proactive Tax Planning

Income taxes are often one of the largest expenses we’ll encounter throughout our lifetime. Our firm is dedicated to ensuring that our advice not only acknowledges this significant expense but also provides thoughtful and effective strategies to reduce your tax bill.

We also work collaboratively with your tax preparer to ensure that are no missed opportunities when it comes to your tax situation.

Ways to Work With Us

Financial Planning
for Young Professionals

Ideal for those who are just getting started, those looking to establish their family’s financial plan, and those who want to build more freedom in their lives.

  • Have steady, growing income
  • Are working hard to build assets and pay down debt
  • Don’t buy into the traditional “9-5 until 65” plan
  • Want to spend more time doing what you love without having to worry about money
  • Value experiences over things
  • An initial financial plan that covers: 
    • Values & vision clarification
    • Cash flow planning
    • Insurance planning
    • Retirement planning
    • Investment planning
    • Education planning
    • Estate planning

  • Your own dedicated financial advisor to help you navigate your ever-changing life

  • Quarterly virtual progress check-ins

  • Unlimited email support

Initial fee (one-time): $1,000

Ongoing fee: $300 – 500/mo.

Investment management is also available for 0.35%/yr. 

*Pricing is dependent on complexity
Variables that are considered for determining complexity include marital status, household income & tax status, real estate holdings, etc.

Total Wealth Management

Designed for retired individuals & families (or soon-to-be retired) and those with more complex financial situations who would like a long-term guide to help them navigate through their Next Adventure.

  • Are 50+
  • Are retired or within 15 years of retirement
  • Need help preparing for and navigating retirement
  • One-on-one guidance & advice from a CERTIFIED FINANCIAL PLANNER™ and IRS Enrolled Agent.
  • Personalized management of your investments. 
  • Semi-annual meetings to review & adjust your retirement plan (ad-hoc meetings are available as questions come up or life changes happen)
  • Collaboration with other professionals in your life (CPAs, attorneys, etc.)
Assets Under Management Annual Advisory Fee
$0 – $500,000 1.20%
$500,001 – $1,000,000 0.75%
$1,000,001 – $1,500,000 0.50%
$1,500,001+ 0%

Advisory fee is a “blended tier”. The first $500k is assessed 1.20%, the next $500k is assessed 0.75%, etc.

Interested in Working With Us?

See If We’re A Fit

Financial Planning
for Young Professionals

Ideal for those who are just getting started, those looking to establish their family’s financial plan, and those who want to build more freedom in their lives.

  • Have steady, growing income
  • Are working hard to build assets and pay down debt
  • Don’t buy into the traditional “9-5 until 65” plan
  • Want to spend more time doing what you love without having to worry about money
  • Value experiences over things
  • An initial financial plan that covers: 
    • Values & vision clarification
    • Cash flow planning
    • Insurance planning
    • Retirement planning
    • Investment planning
    • Education planning
    • Estate planning

  • Your own dedicated financial advisor to help you navigate your ever-changing life

  • Quarterly virtual progress check-ins

  • Unlimited email support

Initial fee (one-time): $1,000

Ongoing fee: $300 – 500/mo.

Investment management is also available for 0.35%/yr. 

*Pricing is dependent on complexity
Variables that are considered for determining complexity include marital status, household income & tax status, real estate holdings, etc.

Total Wealth Management

Designed for retired individuals & families (or soon-to-be retired) and those with more complex financial situations who would like a long-term guide to help them navigate through their Next Adventure.

  • Are 50+
  • Are retired or within 15 years of retirement
  • Need help preparing for and navigating retirement
  • One-on-one guidance & advice from a CERTIFIED FINANCIAL PLANNER™ and IRS Enrolled Agent.
  • Personalized management of your investments. 
  • Semi-annual meetings to review & adjust your retirement plan (ad-hoc meetings are available as questions come up or life changes happen)
  • Collaboration with other professionals in your life (CPAs, attorneys, etc.)
Assets Under Management Annual Advisory Fee
$0 – $500,000 1.20%
$500,001 – $1,000,000 0.75%
$1,000,001 – $1,500,000 0.50%
$1,500,001+ 0%

Advisory fee is a “blended tier”. The first $500k is assessed 1.20%, the next $500k is assessed 0.75%, etc.

Still Have Questions?

You should consider hiring us if you want to:

  • Minimize taxes and keep more of your money working for you.
  • Reduce your portfolio risk while improving your after-inflation returns.
  • Spend more time enjoying your retirement and less time worrying about finances.
  • Ensure your loved ones have a trusted advisor to guide them if something happens to you.

Yes, Next Adventure Financial is a fee-only fiduciary firm located in Lafayette, Indiana. We do not sell financial products or collect commissions.

We only work for our clients – not a broker, bank, or insurance company.

You can read more about fee-only financial advising here.

Yes. We offer hourly services and project-based financial plans for DIYers and those who are looking for second opinions. 

Yes! We offer our services to individuals in all 50 states. We will meet virtually using Zoom video conferencing software and any documents can be shared safely and securely through your own private client portal.

You don’t have to be a tech wiz to work with us!

Interested in Working With Us?

See If We’re A Fit

Still Have Questions?

You should consider hiring us if you want to:

  • Minimize taxes and keep more of your money working for you.
  • Reduce your portfolio risk while improving your after-inflation returns.
  • Spend more time enjoying your retirement and less time worrying about finances.
  • Ensure your loved ones have a trusted advisor to guide them if something happens to you.

Yes, Next Adventure Financial is a fee-only fiduciary firm located in Lafayette, Indiana. We do not sell financial products or collect commissions.

We only work for our clients – not a broker, bank, or insurance company.

You can read more about fee-only financial advising here.

Yes. We offer hourly services and project-based financial plans for DIYers and those who are looking for second opinions.

Yes! We offer our services to individuals in all 50 states. We will meet virtually using Zoom video conferencing software and any documents can be shared safely and securely through your own private client portal. You don’t have to be a tech wiz to work with us!

© 2022 Next Adventure Financial. All Rights Reserved. | Website Designed by Cobalt & Sapphire