Wealth consulting
Goal setting, cash-flow and investment planning, retirement and education funding, and tax-aware thinking, coordinated in one plan.
Explore wealth consultingClear advice for the money you've worked for.
Finova Services helps individuals and families in New York and beyond build wealth with a plan, and run their professional lives with more focus.
- One-to-one, personal service
- Plain-language advice
- Based at W 41st St, Manhattan
How we can help
Two practices, one approach: understand your situation first, then recommend.
Management consulting
Practical support for founders, freelancers and professionals: strategy, operations, pricing and career decisions.
Explore management consultingHow it works
Free introduction
A short call to understand your situation and goals.
Review and plan
We review your finances or business and build a written plan.
Put it into action
We walk you through each step and set priorities.
Check in regularly
Life changes. We revisit the plan with you as it does.
What you can expect from us
Independence
Advice shaped around your interests, with fees explained up front.
Clarity
No jargon. You'll understand every recommendation and why we made it.
Privacy
Your information is treated as confidential and used only to help you.
Start with a conversation, not a commitment.
Tell us where you are and where you want to be. We'll tell you honestly whether we can help.
Book a consultation