Our Difference

Are these guys really different?

Wondering if we are better than what you are doing now?

Answer: Well that depends a lot on what you are doing now.

Here are the top nine reason we hear:

  1. You are uneasy about how your money is invested – yes.
  2. You are worried about your financial future – yes.
  3. You don’t have a lot of time, yet you want to be smart with your money – yes.
  4. You are not sure where to turn or even how to start doing better - yes.
  5. You feel unimportant to your current advisor, bank or financial firm – yes.
  6. You want independent recommendations without a sales agenda – yes.
  7. You just want someone with whom you can build trust – yes.
  8. You want knowledge earned from lots of experience – yes.
  9. You want professional quality and personal attention – yes.

If you answered yes to one or more.Then, yes we may be better than what you are doing today.

But how are we different from other firms?

We have a process.

We call it the “PLAN” process!

Wow?! We know. Very original huh!?!

Simple beats fancy. PLAN stands for 

P – Prepare and plan.
L – Look at your choices dispassionately.
A – Act.
N – Never set and forget.

Simple. Uncomplicated. Easy to remember. 

Hard to do.

Many investment firms fail to execute one or more steps of our process. 

Now would be a good time to ask, when are we not your ideal choice?

When should you not hire us?


1. You want us to promise we can time the market. Sorry. We don't do that.

2. You want to make a big return fast or a "quick buck". Unfortunately, we find wealth is built over time.

3. You want us to know just enough about you before making a recommendation. Then we gotta admit, you won't like our plan based approach.

If these goals don't apply, then we would love to hear from you!

Honesty is the best way to begin any relationship.

For more information about our wealth management process or the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

hans@newstageinvestment.com | (650) 458-0312

Like more details? Have a specific question? Let us know!

Thank you!