Transforming your wealth into a life of purpose and passion requires a thoughtful, personalized strategy. At NuVista, our process helps you clarify your vision, craft a customized plan to meet your goals, and take action to bring that plan to life. Here’s how we make it happen.
Every great journey begins with understanding where you are and where you want to go. In this initial discovery meeting, we’ll take the time to get to know you— your values, your financial situation, and your life goals.
What to expect:
During this meeting, we’ll present a customized financial plan crafted specifically for you. Our proposal diagnoses your current financial situation, addresses any gaps, and provides clear recommendations for moving forward.
What to expect:
Once you’ve had time to review your plan, we’ll meet to answer any questions about the plan and decide what to implement.
What to expect:
Sometimes immediate action is needed to address gaps identified in the Take Action meeting.
What to expect:
To help ensure your financial strategy adapts as your life evolves, we meet quarterly to address key concerns: (1) making smart financial decisions, (2) minimizing taxes, (3) preserving your wealth, (4) helping to ensure it’s passed on to the right people, and (5) planning for your future. In these meetings, we go beyond numbers—covering every aspect of your financial life to help you confidently navigate life’s transitions and achieve your most meaningful goals.
First, we review your current financial plan and retirement goals to determine the rate of return needed to ensure you have enough money. As your needs and vision for the future evolve, we’ll adjust the plan to ensure financial stability throughout each stage of life.
Next, we focus on tax mitigation strategies. We’ll work to help ensure you’re maximizing tax efficiencies and taking advantage of opportunities that can reduce your tax liability.
Protecting your wealth is just as important as growing it. In this meeting, we’ll review asset preservation strategies to safeguard your financial future from unforeseen risks.
When we pass away, we leave behind four legacies: our values and beliefs, the stories that shaped us, the relationships we built, and our assets. This meeting focuses on your different legacies and wealth transfer strategies, helping to ensure your hard-earned wealth is passed on according to your wishes while minimizing taxes and reducing risk.
Our focus is helping you ensure your wealth supports the life you truly want to live. We’ll explore what brings you fulfillment and help you align your financial plan with your purpose, so you can live intentionally and create lasting memories that reflect your values. It’s about helping to make sure your wealth enables a purposeful, meaningful life.