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At New Day Planning, our mission is to help you make wise financial decisions.
our team
Flexible financial advice that follows your lead.
Flexible financial advice that follows your lead.

At New Day Planning, we know you’re looking for a dependable financial advisor who wants you to take the lead on planning your future. You want the security of a plan with enough flexibility to help you navigate life’s inevitable changes – both good and bad.

You probably don’t know everything you’ll want or need from now until you die. You instinctively know you don’t have all the information needed to make all your financial decisions today. And we believe you shouldn’t have to.

We can help you get there. It all starts with our four-step financial decision-making process that follows the path you choose for your life. And we will be by your side along the way.

Here’s how it works

  1.  Schedule a Meeting with Bryan via Calendly to meet with an advisor
  2. Go through our four-step process
  3. Plan for Happily Ever After. Live Happily Ever Now.

Schedule a Meeting with Bryan via Calendly so you can start living with confidence, clarity, and assurance.

Knowing you have a process for making financial decisions means you can help protect yourself and your family from the financial stress during times of change.

We can also be reached via text at 401-240-4930.

Why ThriventA different kind of financial services companyAs a Thrivent team practice, we're grounded in Thrivent's mission to help you achieve financial clarity and live generously.Thrivent is owned by its members, instead of by shareholders or investors. This means we aren't your typical for-profit financial company. Instead, we reinvest our profits back into the people and communities we serve.
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North Scituate Location
26 Hartford Pike Ste 5
North Scituate, RI 02857
Phone401-647-0664Fax877-200-8889Hours
Monday: 9 am -7 pm
Tuesday: 9 am -7 pm
Wednesday: 9 am -5 pm
Thursday: 9 am -5 pm
Friday: 9 am -3 pm

Ready to connect?

We'd love to answer any questions you may have and start learning about your goals. We can meet however you're most comfortable—phone, virtual or in person.

Or call us directly: 401-647-0664

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

* as of December 31, 2024

** Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Rating is based on Thrivent’s financial strength and claims-paying ability. Does not apply to investment product performance. For information on this rating, visit the rating agency's website.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations