Am I on Track?

Am I on Track?Am I on Track?Am I on Track?

Collaborative planning with a NewRetirement Advisors CFP®  for a flat fee 


hello@newretirementadvisors.com



How we add Value

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What We Believe

Building and managing a holistic retirement plan is key to achieving better outcomes.  Big themes:

- keep it simple & transparent

- take an evidence based approach

- leverage technology to keep fees low and predictable

- passive investing & tax efficiency 

- many people need coaching to achieve behavior change

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Our Approach

We work with you on your NewRetirement Plan to:

1) Get organized and see where you stand today 

2) See what's possible 

3) Take action on immediate opportunities

4) Monitor & manage your plan over time to stay on track  


No one can guarantee success, but you can take action to maximize your efficiency and chances of success.

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Why Us?

We offer collaborative holistic retirement and financial planning across investments, taxes, insurance and estate planning. 


We do this in a transparent and low cost way that is designed to be much more efficient than traditional "white glove" advice services.


Our Team

Steve Chen

Stephen Chen

Bill Smith CFP® and CFA®

Bill Smith CFP® and CFA®

Steve has worked in Financial Services for over 20 years as a consultant and employee at firms like Charles Schwab, Fidelity and Dimensional Fund Advisors - primarily in product and technology.  He earned a Bachelor of Science in Systems Engineering from Boston University.   


He's working on making digital first collaborative retirement planning with low fees available to anyone.  

Bill Smith

Bill Smith CFP® and CFA®

Bill Smith CFP® and CFA®

Bill Smith CFP® and CFA®

Bill has over 25 years of experience in financial services.  In addition to being a Certified Financial Planner (CFP®) he is a Chartered Financial Analyst (CFA®).  He earned a certificate in Personal Financial Planning from the University of California, Los Angeles and a B.A. in Urban Studies and Planning from San Francisco State University. 


His passion is holistic financial planning.

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Contact Us

Drop us a line!

Want to meet online?

We love our customers and can meet almost anytime via Zoom video conference.

NewRetirement Advisors

1 Belvedere Place Suite 200 Mill Valley, CA 94941

(415) 462-5703