New Leaf was formed to a create a community for women around financial education and empowerment particularly for those facing life transitions. All of our clients have the same goal: to gain knowledge and control over their finances leading to greater well-being. We assist in achieving that goal through a fine balance of education, guidance and support.
Life's transitions can unsettle our foundation at the time we most need to make meaningful financial choices. Whether it is divorce, retirement, sudden loss of a loved one or inheritance, we will work with you to ensure you understand your financial position and have the knowledge and confidence to make informed decisions. We can also work with you to craft sustainable and long-term financial strategies based on your needs.
As your financial advisor, we are your advocate. While our approach is technically strong, it is complemented by compassion and an understanding of your situation. We have walked in your shoes.
We recognize that clients often play different roles in relationships when it comes to finances. Each of our clients comes from a different perspective, but ultimately all want to understand their finances so that they have choices about how they lead their lives.
This site is designed for general information only. The information presented at this site should not be construed to be legal advice. Persons using this site should seek the counsel of their choice for such advice.
Certain links provided on this site will launch internet sites that are not under the control of New Leaf Financial Advisory. This site provides these outside links solely as a convenience to its users. Such links are not an endorsement of a particular site or any of the contents, products, or services contained or offered in such sites.