Do It Different
You can have the life of your dreams, you simply have to plan for it.
Financial planning is the key to your dream life
What is stopping You From Living The Life You Love?
Overwhelmed?
Most people feel overwhelmed about where to start in their financial planning journey. They weren’t necessarily taught the skills to succeed financially. Their financial plan or even the first step is unclear.
Who can you trust?
We get it, trust is earned not given. People have had unfavorable experiences with others and they never try again. We respect what has happened in the past by others and invite the opportunity to show you what outstanding financial planning looks and feels like.
Don’t feel heard?
Some advisors don’t take the time to understand that each client is as unique as a fingerprint. We listen to your goals & your values for the perfectly curated plan that fits your needs.
Imagine Feeling Confident About Your Financial Future
-
Are you confident about your finances and your ability to live the life you want? That is, buying a home, starting a family, paying for college, going on unforgettable vacations, being prepared for unexpected life events, and retiring.
Let one of our trusted advisors listen to your vision for your life and make a simple to follow financial plan to make your one day into today.
-
Is your family protected? Let our financial advisors guide you on the best way to protect you and your family.
Life insurance
Disability insurance
Long-term care
-
Our financial advisors show you how to make your money work for you. Have confidence that your investments can withstand various markets.
Investment and retirement strategies
Wealth management
Exclusive market commentary
Get Started in 3 Easy Steps
-
Schedule A Call
The first step, is to schedule your financial goal call.
-
Craft Your Financial Plan
Explore your financial dreams and road map what it would look like with a plan.
-
Enjoy Financial Growth
After we make the plan, enjoy the support on accomplishing your plan.
Meet Eric Montgomery [CEO & Founder]
Judgment Free Financial Advisor
Eric has over a decade of experience helping people’s financial plans come to life.
No jargon, no judgment, just help to get clear on your financial goals to live the life you want.
Get all your questions answered in a safe environment with an advisor committed to your success.
Start Planning
The best way to get started on your dream life is to hop on a call. We want to hear about your financial needs and make some day today.
What You get with New Way Financial?
Get Your Life On Track
Our trusted financial advisors guide you to get your financial life on track. If you don’t have confidence in your current financial plan and how you're doing things now, then you owe it to your future self to start the conversation.
Your Financial Plan Perfectly Designed For Your Life
Most clients did not feel heard previously. Did you ever try to financial plan before and did not feel heard or that your needs were being respected? We listen to your values, your needs, your goals, and craft a tailored plan custom to living the life you love. You simply make the plan and work the plan.
Build a Partnership
Imagine having a financial planner on your side. Guiding you to purchase your first home, or your next home, guiding your family planning, retirement, vacations, and vacation homes. We get it everyone has their expertise, and it’s ok if finances is not yours. Let us easily and simply help you not only meet but exceed your goals.