About Us
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s valued advisor.
Our Mission
As a firm, our focus is to understand your goals and develop a plan to pursue them. We will meet with you to present an analysis and discuss our recommendations.
Our Process
A strong planning process is the best way to create a more financially independent plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
Testimonials
"I got to NewMaker Financial through a referral and chose to work with them because I wanted to have the expertise of a Certified Financial Planner. They are great with communication, transparency, and follow up. They also understand my family's and small business' specific needs. One thing we love about working with Charlene is not only the attention to detail and projections we get as clients. Can't beat that and love chatting with her every time. Look forward to continuing the relationship."
- Blaze and Joanne G.
This statement is a testimonial by a client of the financial professional as of 02/11/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
“We moved to NewMaker with Charlene when she changed firms but were originally referred to her. Over the years, we've stayed with NewMaker because of their emphasis on education.”
– Chris & Jen W.
"I found NewMaker through a friend and ended up choosing them because my friend spoke so highly of Charlene that I felt no need to shop. I stayed with NewMaker because they are great at communicating and always follow up. They are transparent and understood my individual needs. I also appreciated their emphasis on education and expertise overall."
– Tanya A.
This statement is a testimonial by a client of the financial professional as of 01/31/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.