“If you want to be happy, set a goal that commands your thoughts, liberates your energy and inspires your hopes.”
Are your dreams beginning to feel like urgent responsibilities? Do you have a vision for the future but wonder how (or even whether) you can achieve it? At NEWA, we’ll walk you through the three essential steps of goal pursuit. First, we’ll describe your destination in achievable terms and establish milestones for measuring progress. Second, we’ll chart a course that’s designed to get you there on time, in a manner that’s aligned with your context, values, and risk tolerance. Third, we’ll set sail and stay the course under most conditions but make principled adjustments as necessary. We’ve also unlocked the many reasons why this is easier said than done. So, if you want an advisor who will do more than sell you a “boat”—if you’d like a guide with 30 years’ experience to help you navigate—we encourage you to research NEWA and to schedule a complimentary Discovery Meeting if you like what you learn.
“If you want to be happy, set a goal that commands your thoughts, liberates your energy and inspires your hopes.”
Established in 1962, Raymond James has grown to become one of the largest, most well-respected independent financial services companies in the country.
