Describe How You Would Like To Be Introduced Via Email
Newton leads a financial planning team built around comprehensive planning for middle and upper middle class families that value family, legacy and philanthropy. His team helps clients implement strategies that create tax efficiency, wealth building, and wealth transfer for the people, communities, and causes important to his clients. I think you'll enjoy his client experience and his attention to your story and goals.
What is your "why"? Why do you do what you do?
Growing up in a middle-class family, I know what it's like to be overlooked by financial advisors. I also know first-hand the impact of not having a financial advisor on your team. I have a passion for helping families like mine have a financial plan designed for your life, your goals, and the story you want to tell.
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
1. What experience have you had with a financial advisor in the past?
2. What would you find valuable in a financial advisor?
3. Are you currently saving toward any significant goals, or have any significant goals you would like to be saving for?
Unique Selling Proposition
Our version of financial planning helps you live your best life, your whole life. We operate in the “Land of And", not the "Land of Or.” That means paying down your student loans and making a down payment. Moving mom in and remodeling so she feels at home. Retiring and never slowing down. Enjoying your life and leaving a meaningful legacy. With a financial plan, you won't have to hope for the life you want, you can choose to live it. Our team will create a personalized plan with the right insurance and investment strategies, so you can do all the things that matter most, with the people who matter most.
About me
I’m a native Texan that’s been in Nashville since 1993. Prior to starting my financial planning practice, I worked in the financial sector helping transportation companies manage expenses and improve their profit margin. I left that career to own and operate my own business for 13 years. My wife Brooke and I have been married for 25 years and have a 10-year-old son, Luke. I love helping middle class families and business owners bring their lifestyle, retirement, legacy, and stewardship goals into reality through comprehensive financial planning.
Deep conversations about faith and theology, golf, camping and backpacking, Nashville Soccer Club, Tottenham Hotspur Football Club, Vanderbilt football, board games