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Has your life story already been written? Do you know what each chapter holds? How will it end?

The truth is no matter how much we plan for one version of your story, it just doesn’t always work out the way we planned. We move forward through life, but often have to adjust and redirect due to life’s inevitable change.

Traditional financial plans often force you to predict your future based on assumptions. Who will you be? What will you want to do? How will your life change 20 or 30 years from now?

If you set a plan and something changes – your spouse dies, you decide to move, you change your mind about what retirement looks like – does your plan change with you? Do you have a process for making financial decisions in times of change?

Instead of these changes creating a “new normal”, together we can make it a New Day

At New Day Planning, our advice-centric, agile financial planning approach protects you from the stress of change by guiding you through a 4-step process for making decisions around money to avoid the pitfalls and make the most of opportunities during times of change.

Be ready for what comes after “Happily Every After.” Your story is a living, breathing, ever-changing journey. We will be your guide, walking with you side-by-side to recheck assumptions, respond creatively, prioritize the next right thing, and get you through safely.


Jon Skov

Jon Skov

Primary areas of focus include retirement income planning, sustainable ESG investment management, and estate planning which includes your charitable priorities as part of your legacy.

ChFC®, RICP®, BFA™

Title

Wealth Advisor

Location

North Dartmouth

    Bryan Schmeling

    Bryan Schmeling

    FIC, RICP®, BFA™

    Title

    Financial Consultant

    State(s) Licensed
    AZ, CT, DC, FL, GA, IN, MA, MD, ME, MN, NH, NJ, NY, OH, PA, RI, SC, VA, WI,
    Website
    https://connect.thrivent.com/bryan-schmeling
    Phone
    401-647-0664
      Benjamin Ross

      Benjamin Ross

      Title

      Financial Advisor

      State(s) Licensed
      CT, FL, MA, NH, RI,
      Website
      https://connect.thrivent.com/benjamin-ross
      Phone
      401-647-0664
        Emily Mullenbach

        Emily Mullenbach

        Title

        Insurance Office Professional

        Phone
        401-647-0664
          Lisa Serapiglia

          Lisa Serapiglia

          Title

          Office Professional

          Phone
          401-647-0664