WHY NEXT GEN?

Getting your finance
to the next level

Get help from Next Gen, a professional finance coach with advanced experience on wealth and financial scaling.

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About US
PARTNERS

Great businesses that trust my work

Financial Planning
For The Next Generation

ICON SECTION

Consulting services for growing your finance

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LET NEXT GEN HELP

Financial Planning Process

INVESTING
TAX
PLANNING
CASH FLOW
& DEBT
STUDENT
LOANS
ESTATE PLANNING
INSURANCE
SERVICES

Investing

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SERVICES

Tax Planning

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SERVICES

Cash Flow & Debt

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SERVICES

Student Loans

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SERVICES

Estate Planning

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SERVICES

Insurance

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VIEW PLANNING PROCESS
SERVICES

We're Next Gen, a high-impact financial consultant

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INVESTING
TAX
PLANNING
INSURANCE
ESTATE
PLANNING
STUDENT
LOANS
CASH FLOW
& DEBT
Financial Planning
Process
THE PROCESS

More About The
Financial Planning Process

Investing

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Tax Planning

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Cash Flow & Debt

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Student Loan

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Estate Planning

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Insurance

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ARE YOU A GOOD FIT?

We are not your father’s financial planner!

You know you are a good fit to work with us if you are:

  • Eager to learn and take action towards improving your financial life

  • Comfortable with using technology such as Zoom video chats or online banking. We serve clients nationwide through virtual meetings, you don't have to be in San Diego!

  • Looking for personalized service that treats you like the unique individual you are, rather than an account number or a series of financial spreadsheets

We are probably not a good fit for you if you are:

  • Eager to learn and take action towards improving your financial life

  • Comfortable with using technology such as Zoom video chats or online banking. We serve clients nationwide through virtual meetings, you don't have to be in San Diego!

  • Looking for personalized service that treats you like the unique individual you are, rather than an account number or a series of financial spreadsheets

CASE STUDIES

Results that speak for themselves

John Doe
CEO of Company

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Anderson Hackett
CEO of Company

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Bret Cannon
CEO of Company

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F.A.Q

Results that speak for themselves

1. Question 1
By accessing this web site, you are agreeing to be bound by these web site Terms and Conditions of Use, all applicable laws and regulations, and agree that you are responsible for compliance with any applicable local laws. If you do not agree with any of these terms, you are prohibited from using or accessing this site. The materials contained in this web site are protected by applicable copyright and trade mark law.
2. Question 2
Permission is granted to temporarily download one copy of the materials (information or software) on Palmer Cosmetic Surgery’s web site for personal, non-commercial transitory viewing only. This is the grant of a license, not a transfer of title, and under this license you may not:

modify or copy the materials
use the materials for any commercial purpose, or for any public display (commercial or non-commercial)
attempt to decompile or reverse engineer any software contained on Palmer Cosmetic Surgery’s web site
remove any copyright or other proprietary notations from the materials
transfer the materials to another person or “mirror” the materials on any other server.

This license shall automatically terminate if you violate any of these restrictions and may be terminated by Palmer Cosmetic Surgery at any time. Upon terminating your viewing of these materials or upon the termination of this license, you must destroy any downloaded materials in your possession whether in electronic or printed format.
3. Question 3
The materials on Palmer Cosmetic Surgery’s web site are provided “as is”. Palmer Cosmetic Surgery makes no warranties, expressed or implied, and hereby disclaims and negates all other warranties, including without limitation, implied warranties or conditions of merchantability, fitness for a particular purpose, or non-infringement of intellectual property or other violation of rights. Further, Palmer Cosmetic Surgery does not warrant or make any representations concerning the accuracy, likely results, or reliability of the use of the materials on its Internet web site or otherwise relating to such materials or on any sites linked to this site.
4. Question 4
In no event shall Palmer Cosmetic Surgery or its suppliers be liable for any damages (including, without limitation, damages for loss of data or profit, or due to business interruption,) arising out of the use or inability to use the materials on Palmer Cosmetic Surgery’s Internet site, even if Palmer Cosmetic Surgery or a Palmer Cosmetic Surgery authorized representative has been notified orally or in writing of the possibility of such damage. Because some jurisdictions do not allow limitations on implied warranties, or limitations of liability for consequential or incidental damages, these limitations may not apply to you.
5. Question 5
The materials appearing on Palmer Cosmetic Surgery’s web site could include technical, typographical, or photographic errors. Palmer Cosmetic Surgery does not warrant that any of the materials on its web site are accurate, complete, or current. Palmer Cosmetic Surgery may make changes to the materials contained on its web site at any time without notice. Palmer Cosmetic Surgery does not, however, make any commitment to update the materials.
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