Our Services
What is the best plan for you? Well, we offer three simple and affordable plans to help you get all the stress of your wealth management off your chest. We offer monthly and one-time plans for those who want to keep having their wealth in good hands.
One on One session
$15
This personalized one-on-one session is designed to assist you in identifying the accounts essential for achieving future financial success. Our comprehensive approach ensures that all details are clearly explained, and we will provide curated lists and options for the types of High-Yield Savings Accounts (HYSA) and Roth IRA accounts that may be most beneficial for you to consider opening. what type of HYSA and Roth IRA accounts you should open.
One time Budget
$35
This one-time personalized budget consultation is designed to assist you in effectively managing your current monthly income while also planning for future financial goals. During our scheduled Zoom call, I will provide a comprehensive explanation of each aspect of the budget. This detailed approach will enable you to better plan your spending and saving objectives, as well as offer valuable insights on strategies for optimal wealth management.
Monthly Budget
$35 initially and then $20 monthly
This service is intended for individuals seeking continuous oversight and understanding of their present monthly income and prospective earnings. Each month, we will initiate contact to gain insights into your current financial standing and subsequently schedule a Zoom meeting at the end of the month to assist in establishing a budget for the upcoming month.
Your Business Budget
$100 monthly
This budget is tailored for businesses seeking to establish a structured financial plan and define specific growth objectives for their brand. Potential areas of focus may include the procurement of additional supplies, personnel wages, or operational expansion.
The meeting will include the owner of Vita Nova and the owners of your company. Our aim is to ensure complete client satisfaction by creating a customized budget and other essential documents tailored to your company's needs, all while relieving you of the associated workload.
Contact us
If you are interested in collaborating, please complete the information requested, and we will contact you promptly. We look forward to hearing from you soon.