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How Do I Know If I'm a Good Fit? Start Your Journey with Our Free 14-Day Trial and Financial Snapshot!

We understand that finding the right financial planner is crucial for your financial journey. At Finovo, we aim to work with individuals and couples who align with our expertise and services. Here's how our Free 14-Day Trial can help you determine if Finovo is a good fit for you while providing you with a complimentary financial snapshot:
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Book an Introduction Call

Take some time to explore our website and learn more about the services we offer, our approach to financial planning, and our unique value proposition. Gain a clear understanding of how we can help you achieve your financial goals and address your specific needs. If you still have questions, please book an Introduction Call using the button below and we can help answer any lingering questions you might have.

Step 1

Sign Up for a 14-Day Trial

Experience the power of our platform with a complimentary 14-Day Trial. Sign up to get a firsthand experience of our innovative and collaborative financial planning platform. During this trial period, you’ll have the opportunity to start the high-level data entry process and get a glimpse of our unique platform’s benefits. You can evaluate whether Finovo’s comprehensive and personalized financial planning services align with your household’s specific needs and goals.

Step 2

Book a Complimentary Discovery Meeting

After entering your information during your free trial, we invite you to book a free 30-minute Discovery Meeting with our team. This meeting is an opportunity for us to get to know you better, understand your unique financial situation, goals, and concerns. It’s also a chance for you to ask any questions you may have about our services and process.

Step 3

Receive Your Personalized Financial Snapshot

Following the discovery meeting, you’ll receive a complimentary financial snapshot. This snapshot provides valuable insights into your current financial status and highlights potential areas for improvement. It serves as a starting point for our collaborative planning process, but even if you decide not to engage our services, it will give you an overview of your financial situation and priorities. By utilizing the trial and receiving your complimentary financial snapshot, you’ll have a better understanding of what’s blocking you from achieving your financial goals and how Finovo can support .

Step 4

Choose Your Service Level

Once you have finished the Discovery Meeting and received your report, we invite you to review our service levels and select the one that best aligns with your needs, preferences, and budget. Each service level offers a different depth of engagement and support to ensure you receive the level of assistance that suits your requirements.

Step 5

Collaborative Planning Sessions

Work closely with our team of experienced financial planners through collaborative planning sessions. These sessions can be conducted via video calls or in-person meetings, depending on your preference. Together, we will delve into your goals, review your financial data, and develop a financial plan that is tailored to your unique circumstances and aspirations.

Step 6

Plan Implementation

Once your financial plan is finalized, we’ll provide guidance and support as you implement the recommended strategies and actions. Whether it’s setting up investment accounts, optimizing debt management, reviewing insurance coverage, or other relevant steps, we’ll be there to assist you along the way.

Step 7

Ongoing Support and Review

As part of our commitment to your financial success, you’ll receive ongoing support, periodic check-ins, and access to our financial planning resources. We’ll regularly review your progress, make necessary adjustments to the plan, and address any new financial challenges or opportunities that arise.

Ready to Get Started?

Take the first step towards achieving financial clarity and security.

Our Free 14-Day Trial not only provides you with a firsthand experience of our platform’s capabilities but also grants you access to a personalized financial snapshot. This snapshot will help you evaluate if Finovo is the right fit for your financial planning needs. Don’t miss out on this opportunity to take control of your financial future. Sign up for our Free 14-Day Trial today and embark on your journey towards financial success with confidence.

Remember, if you have any questions or need further clarification, our team is available to assist you throughout the trial period and beyond.