Get to Know Smart Financial Planning

Transform your financial future with personalized monthly consultations. Our subscription-based approach delivers ongoing guidance, strategic insights, and actionable planning — helping you build wealth systematically and confidently.

Financial planning involves risk, and market conditions may affect outcomes. All investments carry potential for loss.

Professional financial consultant reviewing investment strategies with client documents and charts

What Our Clients Say

Professional headshot of Sarah Chen, business owner and client

Sarah Chen

Business Owner

The monthly consultations completely changed how I approach money. Having that regular touchpoint keeps me accountable and focused. My financial confidence has grown tremendously over the past year.

Professional headshot of Marcus Thompson, engineer and client

Marcus Thompson

Senior Engineer

Best decision I made was subscribing to these planning sessions. The personalized approach means every conversation is relevant to my situation. I've made more progress in 8 months than in the previous 5 years.

Professional headshot of Rebecca Martinez, marketing director and client

Rebecca Martinez

Marketing Director

The value-driven approach really resonates with me. Instead of generic advice, I get strategies tailored to my goals. The subscription model means I never feel rushed during consultations.

Meet Your Planning Team

Professional headshot of David Richardson, senior financial planning consultant

David Richardson

Senior Planning Consultant

Professional headshot of Jennifer Walsh, wealth building strategist

Jennifer Walsh

Wealth Building Strategist

Professional headshot of Andrew Kim, financial analysis specialist

Andrew Kim

Analysis Specialist

Professional headshot of Lisa Cooper, client success manager

Lisa Cooper

Client Success Manager

Success Stories From Our Clients

Chart showing financial growth trajectory for young professional client case study

Young Professional Wealth Building

Helped a 28-year-old consultant establish systematic savings, optimize tax strategies, and create a sustainable wealth-building framework through monthly planning sessions.

Financial planning documents showing family retirement strategy implementation

Family Retirement Strategy

Guided a couple through comprehensive retirement planning, addressing education funding, property strategies, and long-term security through our subscription consultation model.

Business owner financial planning charts showing diversified wealth strategies

Business Owner Diversification

Supported an entrepreneur in separating business and personal wealth, creating multiple income streams, and building financial resilience through strategic monthly consultations.

How Our Subscription Works

1

Initial Assessment

We start with a comprehensive review of your current financial situation, goals, and preferences to create your personalized planning foundation.

2

Monthly Consultations

Regular one-on-one sessions focus on strategy refinement, progress tracking, and adapting plans as your circumstances evolve.

3

Strategic Implementation

Between sessions, you implement discussed strategies while having access to ongoing support and clarification as needed.

4

Continuous Refinement

Each month builds on previous work, ensuring your financial plan stays current, relevant, and aligned with changing goals.

Financial freedom isn't about having unlimited money — it's about having unlimited choices. Smart planning creates those choices systematically.
David Richardson, Senior Planning Consultant

Our Track Record

3843+

Satisfied Clients

72

Major Projects Completed

9

Years of Experience

95%

Client Satisfaction Rate

Our Growth Journey

2016

Founded mipatnovaraqoolvia with a vision to make professional financial planning accessible through innovative subscription models.

2019

Reached 1000+ active subscribers and launched our comprehensive wealth building consultation framework.

2022

Expanded services to include specialized business owner and family planning tracks based on client feedback.

2025

Celebrating 9 years of service with over 3800 clients and recognition as a leading subscription-based planning service.