At Finovo, we believe in transparency and simplicity. We offer clear and affordable fees for our financial planning services, so you know exactly what you are paying for. Our fees are based on the complexity of your financial situation and the scope of services you require. We will provide you with a detailed quote upfront, so there are no surprises or hidden costs. Try out our innovative platform with a Free 14-Day Trial.
Self-Starter Package
Our Self-Starter package is perfect for those who prefer to take the lead in creating their financial plan. With our innovative platform, you can build a custom financial plan that fits your unique goals and preferences. We provide you with the tools and guidance you need to make informed decisions about your finances.
Complimentary Financial Report
Affordable option for those who prefer a DIY approach
Build your financial plan on your own using our innovative platform and then review it with an advice-only financial planner during a 1-hour session. This provides an opportunity to identify opportunities and receive guidance from a Certified Financial Planner.
All the features included in the Self-Starter Package
1 Hour Collaborative Planning Session with a CFP®
Personalized Recommendations and Email Reminders
Customizable Financial Goal Tracking and Progress Monitoring
Take control of your finances and achieve your short-term goals with the Quickstart Financial Plan. This service is designed to help recent grads, young couples, or young families build a solid foundation for their financial future.
All the features included in the Financial Clarity Package
Three Meetings with a CFP®
Targeted Financial Planning for the Next 5-10 years
Get ready for retirement with the Retirement Ready Plan. This service is designed for those within 3-5 years of retirement who want to ensure they have the right strategies in place to turn their assets into retirement income. We will work collaboratively with you to create a custom retirement plan that takes into account your unique goals and circumstances so you'll have the tools and guidance you need to confidently make the transition into retirement.
All the features included in the Quickstart Financial Plan
Focusing on Retirement within 3-5 years
Guidance on optimizing pension options and decumulation strategies
Create a personalized path to financial success with a fully Custom and Comprehensive Plan. This comprehensive financial planning service is perfect for those who are 10-20 years from retirement and have many competing financial goals, including saving for retirement, children's education, paying off mortgages, and tax planning. We will work with you to develop a long-term strategic plan tailored to your unique needs and priorities.
All the features included in the Quickstart Financial Plan
Targeted Financial Planning for the Next 10-20 years
Focusing on Short-Term and Long-Term Goals
Holistic approach addressing both accumulation and decumulation goals
At Finovo, we follow a structured and client-centered approach to financial planning. Our process is designed to empower you to achieve your financial goals with confidence and clarity.
Initial Discovery Meeting
Schedule a complimentary consultation to discuss your financial situation, goals, and concerns. This session allows us to understand your unique needs and lay the foundation for a successful financial planning partnership.
Personalized Recommendations
Based on our analysis, we develop a tailored financial plan that addresses your specific goals and priorities. We provide clear and actionable recommendations to help you make informed decisions about your finances.
Comprehensive Analysis
We gather detailed information about your finances, including income, expenses, assets, liabilities, and investments. Our team performs a thorough analysis to gain a comprehensive understanding of your current financial picture.
Implementation and Ongoing Support
We assist you in implementing the recommended strategies and guide you through the process. Additionally, we provide ongoing support, periodic check-ins, and reviews to ensure your plan stays on track as your circumstances evolve.
