My story

My story – Neil Sutera & Next Phase Wealth
For many years, Next Phase Wealth was the home of my work as a licensed financial adviser. I helped people organize their money and finances, build financial security, and create long-term plans for their financial future. But over time, in every conversation I had with a client, I noticed something deeper happening. Money was never the whole story.
Clients came to discuss financial investments, tax planning, wealth creation ideas or retirement strategies and estate planning, but the real challenges were often rooted in chronic stress, physical and mental exhaustion, relationship tension, job dissatisfaction, issues with self-worth, low self-belief, chronic self-sabotage, a variety of addictions, diagnosed or undiagnosed depression, chronic anxiety, or uncertainty and lack of clarity about the life they actually wanted to build.  The financial planning process, and all its derivatives, revealed an underlying truth that reshaped my entire career. Financial wealth was only one part of a much larger picture of a person’s overall wellbeing. This realization led me to my own ‘’next phase’’. I made the conscious decision to step away from the financial services industry and move into the work I felt most called to do – coaching people through three essential areas (realms) of their life: Health (not just physical, but mainly their mental and spiritual health,), Relationships (marriage, family, friends, and self), and Money (all aspects of financial wealth).Not as separate issues, but as an interconnected ecosystem that determines our sense of fulfillment, confidence, self-worth and direction. And that’s why I chose to keep the name Next Phase Wealth. Because today, wealth means something far broader and far more meaningful than simply financial success. It represents true richness in each of the three realms of life.
Health – The energy, balance, and inner strength needed to experience life fully.
‍Relationships – Connection, communication, and the ability to build supportive, meaningful partnerships – with others and with yourself
‍Money – Financial security, clarity, and empowered decision-making so you can create choice and opportunity.