At New Beginning Financial Group, LLC, we offer an unique approach to financial planning and wealth management 

 

Personal Financial Management (PFM) is a crucial process that empowers individuals to take charge of their finances in order to achieve specific financial goals. At its core, PFM involves a comprehensive evaluation of your income, your current expenses, your debt load, taxes, investments and your savings goals. By thoroughly assessing these elements, you can create a well-structured plan that aligns with your financial aspirations. This strategic approach not only helps you make informed decisions about your money but also sets the foundation for a more secure financial future. Embracing personal financial management today can lead greater peace of mind and financial stability down the road!

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We also focus on the more business savvy individuals who are seeking alternative ways to raise capital to scale their business through establishing their own private equity fund to retain ownership of their business, and ultimately give the access to the capital needed to grow a corporation for generations. We invite startup businesses and seasoned business owner to join our Investment Fund Strategies (IFS) Advisory plan filled with recourses and tools to launch a private equity fund.

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Our objective is to:

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• Setting goals: Defining what you want to achieve, such as getting out of debt, saving for a car or retirement.

• Assessing your financial situation: Evaluating your income, expenses, debt, taxes and savings.

• Identify Retirement Income Scenarios: and create a retirement plan to help you achieve your retirement goals.

• Creating a plan: Establishing a spending plan to give your money purpose and figuring out how much money you need to save or invest each month.

• Implementing your plan: Putting your plan into action by organizing your spending, implementing purposeful saving strategies and investing objectives.

• Monitoring your progress: Tracking your progress towards your goals and adjusting your plan as needed.

• Celebrate your accomplishments: Your accomplishment is an accomplish we all will enjoy celebrating. ​​​​