-Prices

Financial Planing

01

Financial Education

Free with 1) and 2)

02

Financial coaching and advice, $300 per month includes:

  • 2×45 minutes per month
  • Financial coaching
  • Financial planning
  • Portfolio review and advice (excludes execution)
03

Asset Management

  • Minimum $250K AUM
  • Financial advice
  • Portfolio Management
  • Unlimited access
  • Monthly client reporting
04

One-off financial planning, $750

Testimonials

See What Our Clients Are Saying

Read All Testimonials
4.9
Google reviews

“I hired Magda for a small project & was very happy. She not only answered all my questions, but she didn’t treat me like a “small project”.
I was very satisfied & would recommend.”

H&N
Rebecca Roy
H&N – CEO & President

“Finovate has been instrumental in our growth. Their team took the time to truly understand our needs and helped us eliminate inefficiencies.”

MEX
Carlos Martines
MEX – CEO

“Partnering with Finovate was a game-changer for us. They took the time to understand our challenges and helped us streamline our operations for success.”

swirl
Kate Smith
Swirl – CEO & President