Our Method
in Focus
Explore the principles and practical steps that guide novarentia’s approach to financial planning. Storytelling, transparency, and collaboration shape each client experience. We draw on industry analysis and ongoing dialogue, never recommending one-size-fits-all or aggressive tactics. Instead, each phase is adjusted to reflect your evolving situation and goals. The result is an outcome where you’re empowered—equipped with clear insights, well-mapped steps, and continuous partnership. Discover how our process is structured for your peace of mind, focusing on clarity, ethics, and practical action.
Meet Our Leadership Team
Four dedicated professionals bring diverse experience and a collaborative mindset.
Maya Lin
Lead Advisor
Expertise
Maya specializes in collaborative project development and delivers thoughtful guidance across every stage.
Awarded
Best Client Results
Innovative
New strategy design
Jason Lee
Financial Consultant
Expertise
Jason ensures every analysis is grounded and clear, focusing on transparent solutions for our clients.
Recognized
Trusted Advisor
Certified
Compliance lead
Rachel Singh
Client Relations
Expertise
Rachel’s approach is built around responsive care and effective support for client needs.
Acknowledged
Outstanding service
Valued
Client trust
Samuel Dubois
Process Specialist
Expertise
Samuel refines methodologies to ensure each plan adapts as your priorities change over time.
Certified
Process expert
Collaborative
Team input
Process Timeline Overview
David Mercer
Senior Consultant
"Our process is about building understanding—starting with your story and working together to develop a plan that fits your reality and adapts over time. We value honest communication and adaptable solutions."
Step 1
Initial Discovery
We start with an open conversation, listening to your goals and discussing your current circumstances.
Step 2
Collaborative Assessment
Our team reviews available options and collects details, always prioritizing your comfort and privacy.
Step 3
Clear Recommendations
We present our analysis with practical steps tailored to your unique needs and objectives.
Step 4
Ongoing Partnership
Your plan is regularly reviewed together, ensuring it remains relevant and effective as life changes occur.
A Direct Comparison
See how novarentia stands apart for you