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What to Expect

New Horizons Financial Consultants works with you through a one-to-one approach that leads to a financial plan that’s as unique as you are, designed specifically to address your needs in practical, understandable ways. We provide sound investment recommendations, professional asset management, and tailored financial services to fit your specific needs.


Unlike many financial advisors, our primary objective isn’t to sell you financial or insurance products. Instead, we work directly and collaboratively with you. We start by taking the time to thoroughly understand your goals, your wishes, your concerns, and your tolerance for risk. Working together, we’ll develop a strategy that guides and coordinates your finances. We’ll educate you about the options available to you. We’ll make sure you understand any risks and strategies you can use in an effort to minimize that risk. That way, you’ll be able to make investment decisions with confidence and take control of your financial future.


1. Establish and define the professional relationship

2. Gather client data and discuss financial goals

3. Analyze and evaluate your financial status

4. Develop and present recommendations

5. Implement the written financial plan

6. Monitor recommendations