Ten Frequently Asked Questions
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Yes, as a Registered Investment Advisor (RIA), NEXTEN FP is bound to act as a fiduciary, putting your family’s interests first.
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Yes. We are a Fee-Only practice and are compensated only by you.
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Yes. Cory Christiana is a CFP® professional.
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Cory Christiana is a CFP® professional with over 20 years of financial services experience across asset management, advisory services, financial planning, and wealth management. He combines this broad set of experiences with a focus on your family's next ten.
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Our firm is designed to serve successful, planning oriented families looking to align their assets with their values over the next decade, while enjoying their successes along the way.
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We provide goals based financial planning and ongoing wealth management with a focus on your next ten years.
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Both. NEXTEN FP is a virtual practice structured to work with clients where they are. For local clients in the Greater Boston and South Shore MA areas we can meet in person as well.
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We focus on you and your family, exploring what’s top of mind as you look out over the next ten years, evaluating if NEXTEN FP is the partner for you in moving forward. No preparation is needed, just an interest in planning for your next ten.
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Yes, we aim to bring on a small number of new clients each year with a focus on building strong and enduring relationships.
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Getting started is easy, schedule a 30 minute introductory conversation via the "Schedule Your Call" or "Start the Conversation" buttons on our website. Following our conversation, we can determine if there is a mutual fit and move forward from there.