Goals-Based Investing
Netvesco approaches investing with the objective of attaining specific life goals. Rather than focusing on excess market returns, we measure clients’ progress towards goals, such as saving for an education or building a retirement nest egg. Hence, we specialize in goals-based financial planning, portfolio management, and investor education.
The 7-Step Standard
As a CERTIFIED FINANCIAL PLANNER™ professional, Netvesco follows the 7 Step Financial Planning Process. This practice for creating client recommendations complies with the CFP® Board’s Code of Ethics and Standards of Conduct. Thus, once the work begins, these steps become part of the scope of the engagement.
Virtual Advisory
Netvesco is a virtual financial advisor. As such, we supplement our high-quality service with a digital communications platform. Therefore, we are available by telephone, e-mail, and video conferencing. As a result, unlike robo advisors, we provide personalized service to every client.
Netvesco is about customer-centric
financial planning
Specifically, we focus on identifying your needs and meeting your expectations. Ergo, we put you front and center.
About Financial Planning
Netvesco provides comprehensive financial planning. Therefore, we help goal-oriented individuals, families, and businesses plan for and address life events. As a result, we offer expertise in education, insurance, investment, tax, retirement, and estate planning.
About Portfolio Management
Netvesco develops customized portfolios based on clients’ specific investment goals and personal risk tolerance profiles. Thus, our comprehensive portfolio management process follows a comprehensive set of integrated steps. As a result, we create and maintain the best combination of assets to serve clients’ needs.
About Investor Education
We believe that investors should have a basic understanding of budgeting and investing. In addition, they should know about borrowing, taxation, and personal financial management. Therefore, we provide a plethora of financial education services. So, allow us to speak at your next financial conference or event.
About Our Ethics
Accessible Financial Planning
Netvesco puts you first. Because we are independent, we have the freedom to be all about you. Therefore, we have designed a customer-centric financial platform. As a result, our client-friendly structure furthers the company mission to help people learn about money, plan their futures, and manage toward their goals.
For example, Netvesco’s state-of-the-art communications system features a virtual capability that complements our consumers’ active, modern lifestyles. Also, our fee-only price structure keeps equity high and costs low. In addition, we continually provide clients with the quality resources they need to enable them to achieve their financial goals. Above all, we make decisions that put you front and center.
Financial Literacy For All
Netvesco is an investment advisor for persons of all ages and backgrounds. Accordingly, our motto is “Dream. Plan. Achieve.” Thus, Netvesco’s tagline reflects our vision to help everyday people plan for and achieve their dream lives.
At Netvesco, we believe that the key to economic achievement is financial literacy. The more financial education that people possess, the more competently they can advance their economic well-being. Therefore, on a daily basis, we provide our clients with the knowledge and resources they need to achieve their dreams. In addition, as a further manifestation of our vision, we have created a personal finance blog. So, visit us for illumination on the money management issues which impact most people on a regular basis. Also, engage us to speak at your next event.
Customer Centric Finance
Netvesco practices customer-centric personal finance. Consequently, our values are consistent with the high standards of competency and ethics required by the CERTIFIED FINANCIAL PLANNER™ (CFP®) Code of Ethics and Professional Responsibility. Thus, we commit to:
1. Act with honesty, integrity, competence, and diligence.
2. Act in the client’s best interests.
3. Exercise due care.
4. Avoid or disclose and manage conflicts of interest.
5. Maintain the confidentiality and protect the privacy of client information.
6. Act in a manner that reflects positively on the financial planning profession and CFP® certification.1Certified Financial Planner Board of Standards. Code of Ethics and Standards of Conduct. Accessed July 12, 2021.
25+
Years of Experience
1,500
Completed Plans
97%
Customer Satisfaction
Experience
Monique Georges is a financial advisor, business professor, and lifelong investor. Specifically, she has over 20 years industry experience. As an executive, Ms. Georges has advised for such companies as Morgan Stanley, Genworth, Pacific Life, and Edward Jones. As an educator, she has taught for numerous institutions, including the University of Phoenix, Colorado Technical University, Marymount California University, and Cerritos College.
Education
Monique Georges received a Regents Scholarship to attend the University of California, Los Angeles. There she earned a BA and an MBA. Later, she attained a certificate in Personal Financial Planning from the University of California, Irvine. Most recently, Ms. Georges completed the Financial Planning Teaching Seminar sponsored by the CFP Board Center for Financial Planning and the Columbia University School of Professional Studies.
Credentials
Memberships
