We help you live the life you truly want. Because you deserve to.
What We Do
At Nxt:Gen our financial and life planning is uniquely crafted to help you realize your full potential. We help veterinarians navigate the complexities of their finances and life, serving as their Financial Sherpa. We guide you along the path of life, helping you discover your values, and using money as a tool to orient you in the direction your values take you.
Many veterinarians do not understand or may fear their finances, sticking their head in the sand instead. Nxt:Gen is a place where it’s ok to know you don’t know. That’s what we’re here for. We’ll walk beside you on your journey of discovery so you feel empowered to live authentically. Because for us it’s not always about the money. It’s ALWAYS about the people behind the money.
WE PROVIDE
A veterinary career is an extremely demanding one. You don’t have time to manage your own money; you need professional help bringing order and calm to your financial house. We will take all the elements of your financial life and provide clarity on your unique situation, along with a long-term action plan for success.
It may seem crazy hiring an advisor when you’re struggling with huge student debts, but actually in working with a financial professional, you’ll end up wealthier than if you hadn’t. Through our expert guidance and investing we help build your future and provide peace of mind as you watch your wealth grow.
You make a great income but spend all your time at work or decompressing from the stress of it. It can be hard to understand the why behind what you are doing or where you want to go. We provide purpose and meaning through financial life planning that lets you focus on the things that bring you joy rather than on your finances.
What You Can Expect
Financial Planning: We integrate all the pieces of your financial life into one actionable plan to help guide you towards financial freedom. Your plan will be comprehensive and detail every area of your life financially.
Objective Advice: As a fee-only CERTIFIED FINANCIAL PLANNER™ professional, you can be confident that the advice you receive is cutting edge and unbiased. No product sales. No commissions. Just conflict-free advice designed with you first.
Tax Planning Nxt:Gen will analyze your tax situation and work with your tax advisor to help you pay as little as legally possible.
Life Planning: With training from the Kinder Institute of Life Planning, we ask deep questions to help better understand your values around money, and help you overcome any obstacles that stand in the way of your vision.
Student Loan Planning: We’ll create a plan to tackle your debt so you’ll never have to worry about it again.
Retirement Planning: Helping you responsibly plan for retirement while helping you live your best life today is the foundation of our approach to retirement planning.
Investment Management: We believe in low-cost ETFs to keep expenses low and tax efficient investments to keep more money in your pocket.
Career Planning: Whether you own your own practice, are planning to buy into a practice, or open your own, we will work together to plan appropriate pathways in order for you to fulfill your career goals.
Monthly Newsletter and Blog: Our monthly newsletter, The Compound Interest, will land in your inbox once a month to keep you updated on the latest financial news, new posts on our blog, and a behind the scenes look at life beyond the desk at Nxt:Gen.
