At NextGen Wealth, our passion is serving those who want the real benefits of working with a true comprehensive Certified Financial Planner®. Through our solutions based framework to financial planning, The Financial Freedom Blueprint®, we are not only able to provide our clients with a clear step-by-step path for retirement and financial independence but also add value to you and your family every step of the way.
BusinessInterviews.com: What inspired you to launch your business?
Clint Haynes: After being in the financial services industry for nearly 13 years, it became quite apparent to me there wasn’t much difference between most firms. They were all about investments and focusing on baby boomers or those who had already accumulated wealth.
That’s all fine and well, but what about everyone else. People around my age – I was 35 at the time –were the ones that truly needed financial planning, but they were either left to figure it out themselves or got stuck with a firm that was going to sell them something they didn’t need. In other words, those who need the most help were the ones who were overlooked and underappreciated.
With that being the case, I wanted to create a firm that provided full comprehensive financial planning to Generations X & Y – not just a firm that focused on investments and only served the wealthy. I quickly found out the need and demand were there.
At NextGen Wealth, our passion is serving those who want the benefits of a true financial planner. Through technology and innovation, we help our clients find their path to financial independence. Our mission is to help our clients in their search for financial independence and get them there sooner than they ever expected.
BusinessInterviews.com: Do you have any recent success stories that you’d like to share with our readers?
Clint Haynes: Aside from the growth we’ve had in the first three years, we regularly receive media mentions from Forbes to the Wall Street Journal to full-featured pieces in our local Kansas City Business Journal.
Being noticed by major media publications for what we are doing at NextGen Wealth only adds to the credibility we continue to build through our blog, Achieving Financial Awesomeness.
BusinessInterviews.com: What issue does your core product help solve and how so?
Clint Haynes: Our Financial Freedom Blueprint®, the financial planning process we take our client’s through, answers all of the questions our clients have, along with many others that haven’t crossed their minds. With the lack of financial education we face in this country, so many of our young people are thrown into the real world without a clue of how to budget, how much to save for retirement, how much insurance they need, etc.
We’ve found most can figure a lot of these things out on their own for the first 10-15 years of their careers (many find out the hard way though), but eventually it comes to a boiling point. Eventually, they get married, have children, get transferred, etc. With all of these other things happening, what should be financial priorities gets pushed to the wayside.
And that’s exactly where we step in with our Financial Freedom Blueprint®. It provides them with a real document that outlines what they should be doing right now financially and does so in ways that are easy to implement and not completely overwhelming. Plus, it’s not just about personal finance prioritizing but also ways to save money, earn more interest, find the best rewards credit cards and much more.
The Financial Freedom Blueprint® goes well beyond the classic “financial plan” of the past. The financial hacks alone can more than make up for the cost of the blueprint in less than six months.
BusinessInterviews.com: What has been your biggest challenge as a business owner and how have you met that challenge?
Clint Haynes: Like most business owners, it’s time, or rather, lack thereof. When you open a business, it’s because you’re passionate about the service your business provides or product your business produces. However, once you’re business starts to grow, as the business owner, you start to wear many more hats than just the one you went into business for in the first place.
With that said, delegating and prioritizing becomes crucial. Mapping out every day, week, and month along with what needs to be accomplished has become more important than ever. I try to be as efficient as possible, so if there’s a task that I can hand off to someone else or a technology can accomplish it, that’s the direction I’m going.
BusinessInterviews.com: What advice do you have for other entrepreneurs and business owners? What do you wish someone told you?
Clint Haynes: Be prepared to pivot and know that your business might look completely different in one year, five years, ten years, etc. I’ve made so many changes to my business over the last three years that I can’t even count.
While the overall philosophy, mission and vision remain the same, behind the scenes there have been a number of changes. Fees we charge have changed, processes have changed, ideal clients have changed – so many things have changed.
However, I believe that’s what makes a good business. If you don’t pivot and make changes then I think you’re sticking to the status quo. So, if there’s one thing I would tell an entrepreneur who’s looking to open their business today, it’s be prepared to make changes and pivot quickly.