By Bob Dunn
The holidays can be tough financially. On average, Americans spend around $1,200 on gifts alone. (1) Factor in travel and food and this time of year can make a sizable dent in your finances. That doesn’t mean you have to be a Scrooge; it means that finding an advisor you can trust and work with for the long term should be a top priority.
We at Novi Wealth Partners understand that this is an overwhelming and intimidating process (at an already overwhelming time of year). Trusting someone with your hard-earned money is not a decision you should take lightly. Knowing this, we are honored to have the opportunity to continue serving more and more families and individuals who conscientiously choose to place their finances in our hands.
We place the utmost value on our clients, and we greatly appreciate the opportunity to serve the important people in their lives as well. We gladly welcome the chance to connect and get to know new clients who may benefit from the services we provide.
What Sets Novi Wealth Partners Apart?
We’ve been fortunate to work with a wide range of clients who refer their friends and family to us. We believe so many people have referred others to us for a few different reasons:
A personalized approach: We recognize that everyone’s situation is different, and there are many unique and ever-changing factors affecting our clients’ financial security. As your life changes, you need guidance from someone who not only understands how to navigate those changes, but how they affect what’s important to you and your family. Our goal is to truly know our clients on a personal level and understand what matters most to them so we can provide customized solutions that empower them to achieve their goals.
Knowledge and passion: Our team boasts four experienced and educated CERTIFIED FINANCIAL PLANNER® (CFP®) practitioners who are also passionate about helping clients discover their definition of wealth and walking beside them as they make it a reality.
Strong relationships: With a low advisor-to-client ratio (currently at 1:45), we can build long-lasting relationships with our clients and serve as a go-to resource and support system for whatever financial challenges our clients face. Every client we serve has confidence that they are heard and understood, and they know their money is in good hands.
A comprehensive perspective: Your financial life includes many moving parts. We offer comprehensive services so that every area of your life can come together with one purpose—to achieve your goals. We want our clients to feel assured that every dimension of their financial life is proactively managed and that they are on track as they pursue their goals and build and maintain their wealth.
The People We Serve Best
Our team at Novi Wealth Partners desires to take away your fear and anxiety and help carry your financial burden. Because we like to form trusted and close relationships with our clients, we strive to work with people we believe we can best serve. We specialize in serving a successful group of pharmaceutical professionals, professors, business owners, or executives who require customized strategies for their unique challenges. They turn to us to take charge of the financial planning and decision-making process so they can focus on their passions in life.
Do You Know Someone Who Could Benefit From Our Services?
One of the reasons we work with a select number of clients is to provide personalized attention and care to each one, as well as their loved ones. When you have questions about your portfolio or strategies, we’re here to help. When you experience a new milestone in life, we’re here to help too. And if you have a friend or family member who has questions or needs unbiased advice, we’re never too busy to help them as well.
As we enter the holiday season, we’d like to offer a free financial review and valuable recommendations to the people you care about. If you’re a client with our firm and you’ve enjoyed working with us, we hope you’ll refer a friend, colleague, or family member who may benefit from our services. For a no-obligation consultation, please share this article with them or have them contact us at (609) 921-7002 or firstname.lastname@example.org.
About Novi Wealth Partners
Novi Wealth Partners is an independent, fee-only comprehensive financial planning firm dedicated to empowering clients to discover their definition of true wealth while providing the confidence to achieve it. With 20+ years of experience, we have found that most people don’t care about money, but instead, they care about what money can do for them and their loved ones. As a result, we focus on guiding our clients to find their unique vision for their life and developing a plan to help them live out their values. Our goal is to truly understand our clients on a personal level and help them navigate life’s many changes.
We are located in Princeton, New Jersey and we service clients both locally and nationally. There are four CERTIFIED FINANCIAL PLANNER® practitioners in the firm, all of whom are members of the prestigious National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). We prioritize a team-based approach, which allows us to deliver comprehensive financial planning, investment management, tax planning advice, retirement planning, estate planning advice, risk management advice, and concierge level wealth management. We are committed to providing each of our clients a level of service as unique as they are and we are proud, as Fee-Only™ financial advisors, to offer unbiased financial expertise. To learn more about Novi Wealth Partners or to get started on your financial journey, visit our website or connect with us on LinkedIn.