A unique personalized approach to each situation to help you manage your financial affairs during transitions in your life.
We recognize that couples often play different roles in relationships and have different comfort levels with respect to financial matters within a marriage. We work to ensure that you develop the confidence to make informed decisions about your future and efficiently move towards resolution.
Our mission is to guide you through these essential steps:
Our services include:
Our goal is to work as your partner and team member in supporting your client in understanding and evaluating their financial facts and decision making in the divorce process:
Once judgement has been entered, we will assist you in how to carry out the terms of the divorce judgment correctly and efficiently. We will communicate on your behalf with your ex-spouse, financial institutions, and other professionals so you can focus on your future.
In additions, Laurie Fried brings her unique perspective to New Leaf’s sister company, Lumina Financial Consultants, LLC. Once a major transition is underway or has been made, many find themselves in need of their own individual advisor in tune to new circumstances and goals. Lumina’s mission is to enlighten and empower them with the confidence and tools to maintain their financial independence and achieve their personal financial goals.
You have worked hard all these years and now it is time to reap the rewards. We work with you to ensure that your plan stays aligned with your goals so you can have the retirement you have always dreamed of.
An inheritance can actually be overwhelming and often comes at a particularly difficult time. We guide you through planning and options that you need to be made are aware of and other factors that impact your new assets.
The loss of a loved one is one of the most difficult life transitions. It may also require making some important financial decisions at a time when you feel least equipped to do so. We will work with you to sort through the financial issues you face and support you in your decision making so that you can focus on yourself and others.
As millennials start out in their independent financial lives, they often want independent advice when they come to major decision points: getting their financial lives in order, starting to invest, changing jobs/getting a promotion, bonus or inheritance.
New Leaf provides financial support and counsel appropriate to this stage in their lives: a budget, a financial plan and advice about an investment portfolio. We look to create a long term partnership upon which millennials can build a foundation for their financial lives.
Laurie Fried brings her unique perspective to New Leaf’s sister company, Lumina Financial Consultants, LLC.
Once a major transition is underway or completed, many clients themselves in need of their own individual advisor in tune to new circumstances and goals.
Lumina’s mission is to enlighten and empower clients with the confidence and tools to achieve their financial goals.