People sitting at a table, engaged in discussion or meeting, understanding a clients financial goals and objectives

Understanding you first

We start by listening. Our process begins with understanding your specific financial situation, goals, and dreams. Whether you’re saving for retirement, buying a home, or planning for your children’s education, we take the time to understand what matters most to you.

A trail bathed in warm sunlight filtering through trees. Creating a tailored financial roadmap for each client

Tailored Financial Strategies

Once we know your goals, we craft a financial plan designed specifically for you. We don’t believe in generic solutions. Our strategies are built around your unique needs, values, and timelines to ensure that you have a clear path forward.

Engaged in a discussion with a client and providing ongoing support and adjustment to the financial plan

Ongoing Support & Adjustment

Your financial plan isn’t static—it evolves as your life changes. We’ll be there to review your plan regularly, make necessary adjustments, and help you stay on track as your circumstances and goals shift. Whether you face a big life change or need to adjust for market fluctuations, we’re with you every step of the way.

A small floating dock with a ladder on a calm lake during sunset, with a backdrop of hills and a partly cloudy sky. Providing transparency and trust to clients

Transparency & Trust

We are committed to clear communication and transparency. Our fee structure is straightforward, and we always explain our recommendations in a way that’s easy to understand. Trust is the foundation of our relationship, and we’re here to build it with you.

Two people working at a desk with laptops, pens, and paperwork with charts. Providing education and empowerment to clients

Education & Empowerment

We want you to feel confident in your financial decisions. That’s why we emphasize education throughout the process, ensuring you fully understand the choices you’re making. Our goal is to empower you to take control of your financial future.

At Novare Wealth, we’re not just financial planners—we’re your financial partners. Together, we’ll create a plan that supports your goals today and helps secure the future you envision.

Our Process