Our clients are our most important asset
Next Up Financial Clients:
Seek knowledge
Don’t shy away from the hard work
Know we have their back
Set strategic goals and knock them out
Reject self-doubt
Who gets results with Next Up?
Your story matters, which is why our clients mean so much to us. You are committed to overcoming your challenges and learning how to live life to the fullest. The current situation you’re facing doesn’t define your future, and working with Next Up Financial gives you the blueprint to move up and over what’s in front of you.
Life stages we specialize in
While we assist clients going through all types of transitions, like marriage, having a child, buying a home and making the transition to a new career or retirement, many of our clients come to us during one of the most difficult times in their lives: divorce or the death of a spouse.
Divorce
Our founder, Amanda, started her journey in financial advising after she went through a divorce and found her own financial footing after the difficult transition. This is one of the reasons that she’s so passionate about helping others build their personal foundation, rediscover their purpose, and develop and achieve new goals post-divorce.
Death of a Spouse
70% of widows look for a new financial advisor after the death of their spouse. It just goes to show - what worked for the couple may not be right for the individual. We have worked with many widows and widowers seeking direction during their time of grief, assisting with the ins and outs of the financial aspects of the death, and helping plan for the future.
