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Vita Signature is a high-end, bespoke service with a flat-fee structure, designed for clients with complex financial situations such as business owners and high-net-worth individuals. It provides concierge-level service with detailed, custom planning and frequent interactions, focusing on extensive financial and strategic planning needs. Vita Signature is designed to accommodate analytical and data-minded folk through tailored high-caliber planning tools like eMoney decision center for scenario stress testing, and proprietary deliverables. However, this level of service also satisfies clients who may be less interested in the data and the details as the Implementation process provides white glove service to prevent paralysis analysis and overwhelming information.

Vita Access is designed for clients who seek ongoing planning, timely advice, and a comprehensive plan based on a thorough, data-informed process, enhancing their financial journey through expanded knowledge. This fiduciary-based financial planning relationship leverages Vita’s Planning resources as client advocates dedicated to financial education and empowerment. Due to the comprehensive nature of our planning process, Vita Access may not be a good fit for clients seeking advice related to a single module or transactional engagements. Fees are determined by a complexity assessment and are reevaluated each year. Vita Access clients may upgrade to Signature mid-term based on needs and complexity.

Vita Solutions is an ideal financial planning service for clients with specific consultancy needs, straightforward situations, and clients seeking foundational guidance without requiring comprehensive planning. It is structured to support clients who may not require the intense cross-module analysis and bespoke planning offered by Vita Signature but still wish to benefit from professional advice. Vita Solutions clients often include those who wish to engage selectively with financial advisors for specific modules of service rather than a comprehensive plan based on the totality of their situation. This level of service is typically not a good fit for clients who desire comprehensive planning or frequent advice. We determine the hourly rate by evaluating the complexity of the services needed.