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New Lift
Personal Finance Coaching

New Lift offers customized personal finance coaching to help our clients lift themselves out of debt, onto a more solid financial foundation and into a future of more financial stability.

Most of us did not have the opportunity to learn about sound personal finance habits in school. Although it is taught more readily now, it remains a topic that is undervalued and under-delivered, especially for those who would most benefit from it.

My career includes working for major financial services companies and financial advisors for over 25 years. While in that industry, I quickly learned that the best and most accessible financial advice was reserved for people and families who already had a large amount of wealth, not those who actually needed it the most.

New Lift was founded to help people who may be struggling with their personal finances and have a desire to increase their net worth. Financial literacy, consistent coaching and understanding our own emotional connections to money can go a long way toward helping us build a more secure and less stressful future for ourselves and our families.

If you feel you may benefit from a customized personal finance assessment, ongoing and consistently dedicated coaching, and an empathetic ear, please feel free to reach out to me so we can get started on your new journey together.

About Your Coach
Brad Hansen, CPFC®, AFC® Candidate

Tel: 617-470-3261

Brad began his career in financial services and insurance while he was in college. He currently holds his Life, Accident and Health Insurance license, and has previously held FINRA Series 6 and 63 designations. Brad continued working in the financial services field for over 20 years in roles that have included customer service, underwriting, service to sales, client relations, Information Technology, training and management. Although grateful for all of his career experiences, he especially enjoys roles that allow him to engage clients and help guide them toward achieving their personal goals.

A graduate of the University of Wisconsin-Milwaukee with a BA in Communication, Brad is a Certified Personal Finance Counselor® accredited through the Institute for Financial Literacy and has continuously held the CPFC® certification since 2015. He is also an Accredited Financial Counselor (AFC®) Candidate and a member of the Financial Therapy Association.

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New Lift LLC does not offer legal or tax advice. Please consult with your attorney, accountant, and/or tax advisor for advice concerning your particular circumstances. 

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