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Our Process

No Obligation. No Cost. Just Clarity.

At Newport Wealth Advisors, our process is designed to give you all the information you need to make an informed decision concerning your financial future. Our Results in Advance Planning Assessment is a no-cost, no-obligation, 3-step process that helps to answer the fundamental questions of:

Am I on the right track to achieve my goals?

What can I focus on to improve my outcomes in the future?

Step 1: Schedule a 15-Minute Call

Step 1: Schedule a 15-Minute Call

It all begins with a conversation where we get to know each other a little better. We’ll learn about you, and you can learn about our firm and our Results in Advance Planning process, so you know what to expect going forward.

Step 2: Data Gathering

Step 2: Data Gathering

We’ll schedule a 45-minute data gathering meeting in one of our San Diego County offices or on Zoom. In this step, we’ll gather critical information about your finances in order to perform an accurate analysis.

Step 3: Review Your Financial Blueprint

Step 3: Review Your Financial Blueprint

After our data gathering meeting, we’ll perform the following assessments:

  • Financial Model- We’ll build a financial model that includes every dollar you plan to spend in the future.
  • Investments- We’ll assess your investments to determine if they are appropriate for your goals and risk tolerance.
  • Taxes- We’ll examine the tax treatment of your investments and how much of your savings you may keep.
  • Stress Test- We’ll conduct 1,000 simulations to empirically stress-test your current path to determine your likelihood of success.

We'll then meet once more to show you a clear picture of the direction you are headed if you continue on your current path, and review your personalized Financial Blueprint. The Financial Blueprint will provide areas of opportunity to potentially improve your results, whether you work with an advisor or do it yourself.

After the meeting, we’ll let you know if we think we can help. There’s never a high-pressure sales pitch, and you are not obligated to work with us thereafter.

After the Results in Advance Planning Assessment, if you decide to work with us, we’ll take the following steps:

Financial Plan Development

We’ll meet to discuss your financial purpose, dreams, and goals.

We’ll develop an actionable, step-by-step plan designed to achieve your financial objectives.

Next, we’ll deliver and implement the plan.

NWA Navigator Service

We’ll provide year-round financial guidance and accountability to keep you on your path to success.

We’ll be a financial navigator there for all of life’s decisions, to offer education and coaching.

Schedule your no-cost, no-obligation assessment today to get clarity on your financial future.

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