ABOUT US
New Lift Financial Therapy and Financial Coaching
New Lift offers customized financial therapy and financial coaching to help our clients build healthier relationships with money and create a future path of more stability and less anxiety.
Most of us did not have the opportunity to learn about healthy relationships with money or financial behaviors in school. Although it is starting to gain more traction 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. During that time, I quickly learned that it didn't matter how much wealth someone had built, challenging relationships with money persisted among people who had lots of money, among people who had very little money and everyone in between.
New Lift was founded to help people who may be struggling with their relationship with money and have a desire to repair and rebuild it. Learning more and getting to know 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 highly personalized, ongoing and consistently dedicated coaching paired with a non-judgmental, highly empathetic ear, please feel free to reach out to me so we can get started on your new journey together.
About Your Coach
Brad began his career in financial services and insurance while he was in college. While he previously held FINRA Series 6 and 63 designations for former roles, he is no longer FINRA-registered. 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®) certified by the Association for Financial Counseling & Planning Education, a Certified Financial Social Work Coach, a Certified Financial Therapist™ (CFT™) candidate and is 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.