Empowering financial independence with personalized support.

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Our Approach

New Horizon Boutique Financial Services (NHBFS) is a client-focused financial planning firm designed to support individuals seeking financial independence through personalized strategies and education. We aim to empower professionals who wish to transition from traditional careers to a lifestyle that aligns with their values and aspirations.

Our approach emphasizes understanding your unique needs and goals, providing a clear path to financial security and freedom. We prioritize transparency, continuous learning, and collaborative planning to simplify the complexities of wealth management. With our subscription-based model, we ensure accessible, comprehensive support tailored to each stage of your financial journey.

At NHBFS, we believe financial planning should go beyond standard solutions. We are committed to fostering a deeper understanding of financial strategies, helping clients make informed decisions that resonate with their long-term objectives. From optimizing cash flow to navigating tax strategies, our focus is always on creating a meaningful partnership that enables success and confidence in every financial step.

New Horizons Core Values

At New Horizons Boutique Financial Services, our values shape everything we do. We are committed to building trust, fostering transparency, and prioritizing our clients’ success through a thoughtful and strategic approach to financial planning.

Integrity

Upholding honesty and fairness in every interaction.

Client-Centricity

Prioritizing each client’s unique needs and goals.

Transparency

Providing clear and open communication at every step.

Strategic Thinking

Education

Dedication

Crafting innovative solutions for long-term success.

Empowering clients with knowledge to make informed decisions.

Committing to exceptional service and continuous support.

Meet the Team

Behind every successful financial strategy is a dedicated team of professionals. At New Horizons Boutique Financial Services, our team combines expertise, passion, and a client-focused approach to help you achieve your financial goals. Discover the faces and stories of the people who are here to guide you every step of the way.

Garrett Engman

Keith Willey

Lars Engman

Alec Engman

Our Onboarding Process

At New Horizons Boutique Financial Services, we offer a boutique, white-glove onboarding experience tailored to your unique financial needs. Our process is designed to be seamless and highly personalized from day one. Through thoughtful discovery and collaborative planning, we take the time to understand your financial goals, values, and aspirations—ensuring a roadmap that aligns perfectly with your vision for the future.

Ready to start your journey toward financial empowerment? Click below to learn more about our streamlined onboarding process and how we make your goals our priority.

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Testimonial from R.Y.

What I've appreciated most about Garrett and his team is their ability to provide innovative tools and strategies that have truly enhanced my financial outlook. Although I have another financial advisor with a major firm, adding Garrett's perspective has only strengthened my retirement position. I’m now semi-retired at age 51, and I feel confident in the path they've helped me create

This advertisement contains an unpaid and unsolicited or solicited testimonial. The experiences and views shared by the reviewers may not necessarily represent the perspectives of all clients. Any reviewer discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.