Smart Investment Strategies for Your Children’s Education
In today’s increasingly competitive global economy, investing in your children’s education has become more crucial than ever before.…
Welcome to The Finovation Company, a financial education organization rooted in nonprofit values and dedicated to empowering everyday Americans. We believe everyone deserves to understand how money works and have access to the tools that shape their financial futures. Our mission is to fill the gaps in personal finance education, ensuring you have the knowledge you need at every stage of life.
At The Finovation Company, we offer customized financial strategies designed to meet your unique goals, whether you’re just starting your career or planning for retirement. We also create opportunities for meaningful business partnerships, fostering a community where regular people help regular people achieve their dreams. Join us on this journey—together, we can build a brighter financial future!
We understand the challenges of building and preserving long-term wealth. At The Finovation Company, we provide comprehensive retirement planning and wealth management solutions that help secure your financial future. Our expert financial advisors work closely with you to develop personalized strategies for retirement planning, family wealth building, and business partnerships.
🎯 Expertise & Experience
Our team brings over 5+ years of specialized experience in wealth management and financial planning, serving more than 300 satisfied clients.
💼 Comprehensive Solutions
We offer end-to-end financial services, from retirement planning to wealth preservation, all under one roof.
🤝 Personalized Approach
Every client receives a customized strategy tailored to their unique financial goals and circumstances.
📊 Data-Driven Strategies
We utilize advanced analytics and market intelligence to make informed decisions for our clients' portfolios.
🛡️ Risk Management Focus
Our comprehensive risk assessment and mitigation strategies help protect and preserve your wealth.
🌱 Long-Term Partnership
We build lasting relationships with our clients, focusing on long-term success rather than short-term gains.
💡 Innovative Solutions
We combine traditional financial wisdom with innovative strategies to maximize growth opportunities.
📱 Accessible Support
Our dedicated team provides responsive support and regular portfolio reviews to ensure your financial goals stay on track.
Meet Our Financial Experts
At The Finovation Company, our greatest asset is our team of dedicated financial professionals. our experts bring together diverse expertise to deliver exceptional results for our clients.
Kelly David
Kelly is the leading visionary behind Finovation. She brings a refreshingly client-focused perspective to business, thanks to her storied non-profit background and sincere passion to leave the world around her a better place. Her driving goal is to keep people and relationships first – serving the greater good.
Cassie Johnstone
Cassie is a proud wife and mom of two, with life experience to back the values she brings to her professional career. In addition to holding a bachelor’s in Mathematics and training in small business management, she also has over a decade in the arts as a dance instructor. That creative energy is still in force today, fueling each and every client interaction with a personal touch.
Anna Shandor
Anna is a financial professional with former history running her own financial services practice. She specializes in personalizing retirement and wealth strategies for complex situations, and whole-heartedly endorses the team-wide values of practical insight, clear communication, and emphasizing a client-first approach to every conversation.
Amanda Letourneau
Amanda is a resilient and vibrant member of the financial team. Through overcoming as an amputee, she has spent her lifetime serving others – from being a children’s summer camp counselor, to working as a nurse’s assistant, to now 5 years (and counting!) as a substitute teacher. The last place she serves people, is of course, as one of our valued licensed financial professionals – helping families lay hold of better futures.
From Our Blog - Latest Insights
Building Generational Wealth: A Strategic Approach for Families
Building generational wealth is more than just accumulating assets; it’s about creating a lasting financial legacy that can…
