Services & Fees

Are You Nearing or Enjoying Retirement? Explore Our Retirement Solutions...

Are You Nearing or Enjoying Retirement?
Explore Our Retirement Solutions...

Are You Nearing or Enjoying Retirement? Explore Our Retirement Solutions...

Your Journey to Financial Well-being Starts Here

At Finovo, we offer a range of services to guide you on your journey to financial well-being. From initial planning to continuous support, we’re here every step of the way.

Your Path to Financial Serenity Begins Here

Initiate your journey with a friendly conversation, understanding your financial aspirations and introducing you to Finovo’s stress-free financial management approach.

Setting the Foundation for a Secure Financial Future

A swift and smooth transition into our ecosystem as we assess your financial situation, collect relevant documents, and prioritize your goals.

Financial Planning to Match Your Life

Crafting tailor-made financial strategies aligned with your unique goals, with the simplicity of a streamlined process requiring minimal effort on your part.

Turning Plans into Reality

Setting your personalized financial strategies into motion, managing every detail to ensure your financial trajectory aligns with your aspirations.

Monitoring and Adjusting Your Financial Path

Enjoy peace of mind with our continuous monitoring, ensuring your financial strategies remain aligned with your evolving life circumstances and goals.

Stay Informed Through Flexible Check-ins

Regular updates and quarterly consultations designed to fit into your busy life, keeping you engaged and your plan on track.

Complete Financial Oversight

Entrust your financial concerns to us. We manage your entire financial landscape, ensuring all the moving parts are working in unison to achieve your goals.

Turning Plans into Reality

Setting your personalized financial strategies into motion, managing every detail to ensure your financial trajectory aligns with your aspirations.

Monitoring and Adjusting Your Financial Path

Enjoy peace of mind with our continuous monitoring, ensuring your financial strategies remain aligned with your evolving life circumstances and goals.

Stay Informed Through Flexible Check-ins

Regular updates and quarterly consultations designed to fit into your busy life, keeping you engaged and your plan on track.

Complete Financial Oversight

Entrust your financial concerns to us. We manage your entire financial landscape, ensuring all the moving parts are working in unison to achieve your goals.

Our Financial Services: Tailored to You

Navigating your financial path can be complex and daunting. At Finovo, we design our services to provide clarity, direction, and support at every stage of your journey. Whether you seek comprehensive, ongoing financial guidance or detailed management of your full financial life, our services are meticulously crafted to meet your unique needs. Explore how we can partner to create a financial future that’s not just secure, but also in perfect alignment with your personal goals and aspirations

Foundation Plan

This plan is designed for self-directed individuals and couples who seek foundational financial guidance. It provides essential tools and advice for effective budgeting, debt management, and achieving personal goals. This plan empowers households with the knowledge and resources to confidently navigate their financial journey.
$ 80
Per Month
  • $1250 initial setup fee
  • Tailored financial planning for both joint and individual goals
  • Guidance and strategies for effective budgeting and debt payoff
  • Consultation on key life decisions, such as home purchasing
  • Access to the Finovo planning portal with trackable recommendations
  • Annual check-in meeting to review and adjust your financial plan
  • Ongoing email support for your financial queries and updates

Growth Plan

Aligns with the dynamic needs of working parents, busy professionals, and those who value delegation. It offers a comprehensive and personalized financial roadmap, addressing various aspects of a houshold's financial life. This plan ensures holistic management of finances, adapting to life's changes and supporting long-term wellness.
$ 275
Per Month
  • $1250 initial setup fee
  • All Foundation Services Included
  • A subscription for financial advice and support for whatever life throws at you
  • Comprehensive and ongoing assessment of your financial life
  • Personalized investment support and proactive wealth management
  • Secure Digital Vault for Document Storage
  • Workplace benefit analysis and optimization
  • Strategies for education savings and planning
  • Retirement planning for a secure future
  • Holistic tax and insurance planning
  • Complimentary set of high-quality Estate Documents for straightforward cases
  • Complimentary yearly personal tax preparation (completed by a CPA)
  • Coordinated approach with your Portfolio Manager, Attorney, and Insurance Salesperson
  • Multiple check-in meetings each year to review and adjust your financial plan
  • Ongoing Phone, Text and Email support for your financial queries and updates

Enhanced Plan

Caters to households with complex financial situations. It delivers advanced solutions in estate planning, business finance, and other complex considerations. This plan provides in-depth, specialized support for intricate financial landscapes, ensuring a strategic approach to projections, wealth management and legacy planning.
*Pricing is based on Complexity, Please contact for more details.
  • Initial setup fee based on complexity
  • All Growth Services Included
  • Advanced estate planning and asset protection
  • Business financial planning, including for partnerships
  • Tax planning for disability tax credits and dependents with disabilities
  • Guidance for equity-based compensation, royalties, and sudden wealth scenarios
  • Financial strategies for those with rental properties
  • Multiple check-in meetings each year to review and adjust your financial plan
  • Priority Phone, Text and Email support for your financial queries and updates

Targeted Guidance in a Single Session

One-Off Meetings

For immediate financial questions, gain direct insights and expert advice in a dedicated session. This service is ideal for addressing specific concerns or making informed decisions on particular financial matters.

Starts at $750*

Consultation Topics:

Ready to Begin Your Journey Toward Financial Well-being?

Don’t let financial uncertainty disrupt your peace of mind. Take the first step to secure, managed, and stress-free financial planning designed around you and your loved ones. Book your complimentary introductory call with us today.

*Note: For clients with foreign investments, dual citizenship, high levels of debt, or complex family situations, additional fees may apply.

Ready to Begin Your Journey Toward Financial Well-being?

Don’t let financial uncertainty disrupt your peace of mind. Take the first step to secure, managed, and stress-free financial planning designed around you and your loved ones. Book your complimentary introductory call with us today.

*Note: For clients with foreign investments, dual citizenship, high levels of debt, or complex family situations, additional fees may apply.