What to Expect

New Horizons Financial Consultants works with you through a one-to-one approach that leads to a financial plan that’s as unique as you are, designed specifically to address your needs in practical, understandable ways. We provide sound investment recommendations, professional asset management, and tailored financial services to fit your specific needs.


Unlike many financial advisors, our primary objective isn’t to sell you financial or insurance products. Instead, we work directly and collaboratively with you. We start by taking the time to thoroughly understand your goals, your wishes, your concerns, and your tolerance for risk. Working together, we’ll develop a strategy that guides and coordinates your finances. We’ll educate you about the options available to you. We’ll make sure you understand any risks and strategies you can use in an effort to minimize that risk. That way, you’ll be able to make investment decisions with confidence and take control of your financial future.


The better we understand your needs, the more effectively we can serve you. That’s why it helps if you can bring as many of the following items as possible:

  • current statements for all assets and beneficiaries
  • current statements for all liabilities
  • last two pay stubs
  • last two years’ income tax returns
  • pension statements
  • insurance policies and statements (life, disability, long-term care)
  • legal documents, such as wills, trusts, health care representatives, powers of attorney, pre-nuptial agreements, and divorce decrees
  • benefits manual from your employer

Contact us today at 812-618-9050 or julie@newhorizonsfc.net for a free, no-obligation consultation.