Levanto Financial offers a personal, household finance service for busy professionals and their families. Some clients use Levanto to automate and off-load time consuming financial task (family office service). Others use Levanto for taking a fresh, objective look at optimizing their household cash flow and more detailed planning (yes, the ‘B’ word, budgeting). Save time, save money, reduce debt, develop more control of your financial destiny.
We want to make financial wellness a way of life.
Levanto Financial provides the technology and coaching services to establish financial wellness for life by helping our clients manage their budgets, source better value services, and automate bill pay as their life situations demand.
Our clients all have three things in common - they all have income, expenses, and a desire to save more money for the future.
Whether you are financially independent or stressed, want to maximize your income versus your expenses or are looking for the convenience of having someone handle the mundane chore of paying bills, Levanto Financial will put a plan in place and then help you stick to the plan to improve your financial position.
Three things set Levanto Financial apart: 1.) we provide you with a financial coach who works with you through the entire process of financial wellness, 2.) we provide you with budget and cash flow services, and 3.) there are no downsides to working with us; use us and we will help you develop the skills to meet your obligations and gain peace of mind.
Change is always difficult, and it's the first step that is typically the hardest to make.
Let's take the first steps on your road to financial wellness. It will be the best decision you have ever made.