Services & Fees

At Finovo, we provide a variety of services to assist you in achieving financial wellness. From the initial stages of planning to ongoing support, we accompany you at every stage of your journey.

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...

Personalized Financial Planning for Your Journey

Finovo understands everyone’s financial journey is different. From beginners to those needing ongoing guidance, our services like Quickstart Plan, One-Off Meetings, and Monthly Subscriptions cater to your unique needs.

1

2

3

Have Questions About Your Finances?

Quickstart Financial Plan

Kickstart with our Quickstart Plan: Comprehensive, personalized financial analysis and strategy, perfect for busy professionals seeking awareness and direction.

Need a Financial Review?

Financial Clarity Meeting

Our Financial Clarity Meeting offers expert, tailored advice on specific financial queries like investments, retirement, and budgeting for prompt, informed decisions.

Looking for Ongoing Support and Guidance?

Monthly Subscriptions

Our Monthly Subscriptions provide ongoing, adaptive financial guidance. Choose Foundation, Growth, or Enhanced plans for continuous expert advice.

Quickstart Financial Plan

Tailored Financial Guidance for Busy Professionals

Feeling stressed and uncertain about your financial future?

Begin your journey to financial clarity with our Quickstart Financial Plan. Priced at just $1,650*, is specifically designed for couples and individuals who want a clear and thorough understanding of their finances.

Perfect for busy professionals, this plan provides a detailed financial review through an easy-to-use digital platform and convenient virtual meetings.

We'll delve into your goals and personal financial aspirations, offering customized recommendations that align with your unique life situation.

With the Quickstart Plan, you're not just getting a financial analysis; you're receiving a clear, actionable strategy that paves the way for your financial well-being and long-term success.

*Pricing based on complexity

Highlights:

Financial Clarity Meeting: Focused Insights

Direct Answers to Your Pressing Financial Questions

Feeling overwhelmed with specific financial decisions?

Our Financial Clarity Meeting, available for $500, is the key to unlocking clarity and direction.

We understand the complexities of financial choices, whether it involves investment strategies, housing transitions, or merging financial accounts.

In this focused, personalized session, we'll dive into your specific financial questions, offering actionable insights and strategies tailored to your unique situation.

This service is an invaluable resource for those seeking immediate, expert financial advice to confidently navigate their financial landscape.

Consultation Topics:

Ongoing Financial Support: Monthly Subscription Plans

Build, grow, or comprehensively manage your finances with our subscriptions, offering the support and tools for lasting financial well-being and success, all tailored to your unique journey.

Foundation Plan

Laying the Groundwork for Financial Success


Do you feel confident handling most of your finances but occasionally wish for expert advice?

Our Foundation Plan is crafted for those who appreciate having a professional overview while maintaining a hands-on approach.

Ideal if you're looking for reassurance on your financial strategy with annual expert reviews, this plan provides essential guidance without overwhelming you with constant oversight.

It's perfect if you're seeking that sweet spot of independent financial management coupled with reliable, professional backing when you need it.


Starts at $175/mth

Highlights:

Growth Plan

Accelerating Your Financial Progress

Juggling a demanding career, busy household, kids' activities, and trying to plan for the future? Our Growth Plan is designed for families like yours.

We understand that while you're managing a full schedule, you also aspire to secure and grow your wealth.

This plan is perfect if you're seeking not just advice, but a proactive partnership in managing your financial life. It offers the extra support and comprehensive strategy you need to navigate investments, education savings, retirement planning, and more, without adding to your already full plate.

Think of us as an extension of your team, providing expert guidance and coordinating with other professionals, all while you stay focused on your family and career.

This plan is for those who value a balance of personal involvement and professional support, ensuring your financial growth is on track while you live your busy life.


Starts at $375/mth

Highlights:

Enhanced Plan

Comprehensive Financial Management for Optimal Growth

Feeling overwhelmed by the complexity of your financial situation and looking for a comprehensive, all-encompassing financial management service?

The Enhanced Plan is tailored for those who seek the highest level of support and expertise.

If you're dealing with multifaceted financial issues, like business planning or managing significant assets, and need priority, personalized attention, this plan provides that.

It's ideal for those who want the reassurance of having every aspect of their financial life meticulously managed, ensuring peace of mind and the highest standard of personalized financial care.


* Contact for more details

Highlights:

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
  • 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
  • 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

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.