Your financial journey, mapped.
A plan that moves
with your life
Financial planning isn't a single destination — it's a path that shifts as you do. Finevault works alongside you to bring clarity to where you stand, where you want to go, and how to get there thoughtfully.
What Finevault brings to the table
Your finances, seen clearly
Most people carry a vague sense that their finances could be better — but without a clear picture, it's hard to know where to start. Finevault turns that uncertainty into something you can actually work with: a structured, personal view of where your money stands and a direction you feel confident in.
No jargon
Financial language can feel like a wall. We make sure every conversation and every document uses words that actually make sense for your life.
Built around you
Your situation is unlike anyone else's. The plans we build reflect your goals, your timeline, and the things that genuinely matter to you.
Ongoing clarity
A plan isn't something you set and forget. We stay involved so your financial picture stays current as your life changes around it.
What you can expect
How we help you move forward
Full financial snapshot
We look at income, expenses, savings, insurance, and investment accounts together — then show you a complete picture with a prioritized action list.
Scenario modeling
Wondering what happens if you buy a home in three years or retire earlier than planned? We model your options so you can see the range before you decide.
Goal-based structure
Rather than a generic plan, we build your roadmap around the goals you've named — homeownership, education, early retirement, or anything else on your list.
Consistent follow-through
Plans drift when life shifts. Our annual check-up keeps your financial picture updated so progress doesn't stall and new opportunities aren't missed.
The path forward
How it works
Share where you are
You walk us through your current situation — income, savings, debts, goals, and anything that feels uncertain. Nothing needs to be perfectly organized before we talk.
We map the full picture
We compile a clear snapshot of your financial health, run scenario models based on your goals, and identify what's working and what could be improved.
You receive your roadmap
You get a written plan with clear milestones, projected timelines, and specific steps — plus a consultation to walk through it and ask anything that comes to mind.
We check in as life moves
Annual reviews keep your plan current. As your income, priorities, or circumstances shift, we update your projections and refresh what needs attention.
A practice built with care
What we bring to your planning
12+
Years focused on personal financial planning for individuals and families
3
Core service engagements — each designed for a different stage of your journey
100%
Written deliverables — you leave every engagement with a document you can refer back to
1:1
All consultations are personal, direct, and focused entirely on your situation
March 2026
"I came in with a folder of statements I'd never properly looked at. After the Health Review I finally understood what I actually had — and what needed attention. It was worth every step."
— Harriet Mosvold, Health Review client
February 2026
"The roadmap session helped my partner and me get on the same page for the first time. We modeled three scenarios and now we both understand what we're actually working toward."
— Reuben Altschuler, Financial Roadmap client
Where to begin
Services designed for your stage
Each engagement is built for a different moment on your financial path. Some people start with a review; others come with goals already in mind. There's no single right entry point.
Starting point
Comprehensive Financial Health Review
An in-depth look at your current financial situation — income, expenses, savings, debt, insurance, and investments — compiled into a clear snapshot with prioritized next steps. Includes a one-hour consultation.
$1,200 USD
Learn more
Most complete
Goal-Based Financial Roadmap
A customized plan built around your personal goals — homeownership, education, retirement, debt reduction. We model scenarios, project timelines, and document a written roadmap with two follow-up sessions.
$2,500 USD
Learn more
Ongoing clarity
Annual Financial Check-Up
A yearly review for those who already have a plan in place. We update your snapshot, assess progress against goals, adjust for changes, and refresh recommendations. Includes a meeting and brief written update.
$750 USD
Learn moreReady when you are
Start with a conversation
You don't need everything figured out before reaching out. Most people start simply by filling in the form below — and from there, we'll find the best way to begin.
Send us a messageLet's talk
Get in touch
Fill in a few details and we'll follow up to discuss which service fits your situation best.
Company information