See what we can do for you
At Tota Vita, we understand that financial success is a journey unique to each individual. Our comprehensive suite of services is designed to guide you through every stage, offering tailored solutions that align with your aspirations. From strategic investment planning to retirement readiness and beyond, our experienced team is committed to empowering you with the knowledge and expertise needed to make informed financial decisions. Explore our range of services and embark on a path towards lasting financial prosperity.
What We Offer
Our Onboarding Process
Step 1.
Building Connections
Our initial Discovery Meeting marks the beginning of our journey together. Whether it's at your home, place of business, or our offices – wherever you feel most at ease – we dedicate about an hour to gaining insights into your financial ambitions and past experiences with investing and financial planning.
During this session, we offer a complimentary review of your investments, respond to your queries, and guide you through our unique Planning Process. This paves the way for both parties to gauge the potential of a meaningful partnership.
Step 2.
Establishing Accounts & Unveiling Your Plan
As we move forward, our focus shifts to setting up the investment accounts you entrust to Tota Vita. We engage in discussions about your investment policy, goals, and the preferred management approach for your investments.
Simultaneously, we introduce you to your personalized "Unified Plan" – a comprehensive tool designed to consolidate your financial life into a clear and accessible Financial Roadmap.
Step 3.
Fine-Tuning the Unified Plan & Investment Portfolio
In this pivotal meeting, our client family finalizes the creation of their dynamic plan. We delve into how recommended investment allocations align with long-term aspirations. The all-encompassing plan covers various financial aspects, addressing vulnerabilities comprehensively – from insurance coverage and tax planning to business and private placement within the larger context of the plan, estate planning, and more.
Here, we solidify our "Integrated Service Plan" that forms the backbone of our enduring, lifelong relationship.
Our goal is for our client family to leave this session not just with financial clarity but also with a profound sense of control and peace of mind.