Your full service financial planner!

MORE THAN AN INVESTMENT MANAGER

At Next Adventure Financial, we understand that financial planning isn’t just about numbers; it’s about designing a life that revolves around your passions and dreams. We take a “big picture” view, considering not only your current financial situation but also your unique values and lifestyle. The plan that we help you build is designed around what’s most important to you. 

We provide the following services:

  • Retirement planning (including early retirement planning)
  • Tax planning & advice
  • Investment planning
  • General financial planning
  • And more!

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 understand that financial planning isn’t just about numbers; it’s about designing a life that revolves around your passions and dreams. We take a “big picture” view, considering not only your current financial situation but also your unique values and lifestyle. The plan that we help you build is designed around what’s most important to you. 

We provide the following services:

Retirement planning (including early retirement planning)

Tax planning & advice

Investment planning

General financial planning

And more!

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.

Ongoing 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): $500 – 1,000

Ongoing fee: $100 – 300/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.

Ongoing Financial Planning + Investment 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 45+
  • Are retired or within 15 years of retirement
  • Need help preparing for and navigating retirement
  • A fully customized, tax-efficient financial plan that addresses things like: 
    • Planning for an early retirement
    • Income tax planning, tax-efficient spending strategies, Roth conversions, and more
    • Social Security claiming strategies
    • Navigating health insurance options (early retirement healthcare, Medicare, etc.)
    • Charitable giving strategies
    • Estate & legacy planning
    • Buying/selling real estate
  • Investment management
  • Semi-annual meetings to review & adjust your 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%

Based on assets managed by Next Adventure Financial

Ongoing 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): $500 – 1,000

Ongoing fee: $100 – 300/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.

Ongoing Financial Planning + Investment 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 45+
  • Are retired or within 15 years of retirement
  • Need help preparing for and navigating retirement
  • A fully customized, tax-efficient financial plan that addresses things like: 
    • Planning for an early retirement
    • Income tax planning, tax-efficient spending strategies, Roth conversions, and more
    • Social Security claiming strategies
    • Navigating health insurance options (early retirement healthcare, Medicare, etc.)
    • Charitable giving strategies
    • Estate & legacy planning
    • Buying/selling real estate
  • Investment management
  • Semi-annual meetings to review & adjust your 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%

Based on assets managed by Next Adventure Financial

What’s the next step look like?

VIEW OUR FINANCIAL PLANNING PROCESS

What’s the next step look like?

VIEW OUR FINANCIAL PLANNING PROCESS

Still have questions?

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!

Yes, I am a fee-only fiduciary financial advisor located in Lafayette, Indiana. I do not collect commissions and I do not sell products. I only work for my clients – not a broker, bank, or insurance company.

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

There are a few things that make us unique: 

  • We provide advice on all areas of your financial life, including taxes. Many financial advisors limit their advice to the investments/accounts that they manage. Additionally, many are unable or unwilling to provide advice on your taxes. We provide advice & guidance on all areas of your life, including taxes, and we make sure to collaborate with your tax preparer. This approach allows us to be proactive in identifying opportunities and avoid unexpected surprises.
  • We don’t deal in jargon. You shouldn’t have to be a finance expert to talk with an advisor and, as such, all of our advice will be in an easy-to-understand format. I also stick with you every step of the way to help you along your journey.
  • We have intentionally limited the number of families we work with in order to maintain the highest level of service and quality of advice. Many companies are primarily focused on gathering assets which limits their ability to provide high-quality advice. 

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

  • For safety and convenience, Next Adventure Financial will hold your investments with either Charles Schwab or Altruist. I will recommend the best option for you during the onboarding process.

  • As a trusted custodian, Charles Schwab and Altruist will safely hold your investments and they will provide reporting to you and the IRS each year.

  • Your accounts can be accessed at www.schwab.com or www.altruist.com.

Still have questions?

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!

Yes, I am a fee-only fiduciary financial advisor located in Lafayette, Indiana. I do not collect commissions and I do not sell products. I only work for my clients – not a broker, bank, or insurance company.

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

There are a few things that make us unique: 

  • We provide advice on all areas of your financial life, including taxes. Many financial advisors limit their advice to the investments/accounts that they manage. Additionally, many are unable or unwilling to provide advice on your taxes. We provide advice & guidance on all areas of your life, including taxes, and we make sure to collaborate with your tax preparer. This approach allows us to be proactive in identifying opportunities and avoid unexpected surprises.
  • We don’t deal in jargon. You shouldn’t have to be a finance expert to talk with an advisor and, as such, all of our advice will be in an easy-to-understand format. I also stick with you every step of the way to help you along your journey.
  • We have intentionally limited the number of families we work with in order to maintain the highest level of service and quality of advice. Many companies are primarily focused on gathering assets which limits their ability to provide high-quality advice.

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

  • For safety and convenience, Next Adventure Financial will hold your investments with either Charles Schwab or Altruist. I will recommend the best option for you during the onboarding process.

  • As a trusted custodian, Charles Schwab and Altruist will safely hold your investments and they will provide reporting to you and the IRS each year.

  • Your accounts can be accessed at www.schwab.com or www.altruist.com.
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