At Next Adventure Financial, we work with individuals from a variety of backgrounds. Most of our clients fall into the categories below, however, if you fall outside of these categories we will tailor our services & expertise to fit your needs.
At Next Adventure Financial, we work with individuals from a variety of backgrounds. Most of our clients fall into the categories below, however, if you fall outside of these categories we will tailor our services & expertise to fit your needs.
Many of our clients are either retired or approaching retirement. We have the pleasure of working with individuals from many different professional backgrounds like educators, physicians & medical professionals, business owners, and more.
Common areas we regularly assist clients with include:
Our financial planning process brings clarity to retirees so they can live more confidently and enjoy their retired years. We do all of this by helping you safely use your nest egg while paying Uncle Sam less!
Many of our clients are either retired or approaching retirement. We have the pleasure of working with individuals from many different professional backgrounds like educators, physicians & medical professionals, business owners, and more.
Common areas we regularly assist clients with include:
Our financial planning process brings clarity to retirees so they can live more confidently and enjoy their retired years. We do all of this by helping you safely use your nest egg while paying Uncle Sam less!
We also uniquely specialize in working with outdoor enthusiasts and self-employed individuals in the outdoor community (freelancers, small biz owners, and guides)!
As a fellow outdoor enthusiast, I share the same values and recognize that having outdoor passions can often lead to difficulties when attempting to plan for your future.
The typical strategies that most advisors offer don’t always translate well to the outdoor community.
Our process helps you live a more adventurous & fulfilling life by aligning your finances with your outdoor passions. We provide a unique planning approach that helps you spend and live life without being bound to a fixed budget or spending plan.
We also uniquely specialize in working with outdoor enthusiasts and self-employed individuals in the outdoor community (freelancers, small biz owners, and guides)!
As a fellow outdoor enthusiast, I share the same values and recognize that having outdoor passions can often lead to difficulties when attempting to plan for your future.
The typical strategies that most advisors offer don’t always translate well to the outdoor community.
Our process helps you live a more adventurous & fulfilling life by aligning your finances with your outdoor passions. We provide a unique planning approach that helps you spend and live life without being bound to a fixed budget or spending plan.
