MISSION STATEMENT

“Our client family partners with us, as their preferred Financial Planning team, in creating a personalized plan to celebrate life’s moments.

We are stewards of their financial wellness and life aspirations.”

VISION

“Leading our client family to Financial Peace of Mind, Living Intentionally, & Leaving a Lasting Impact on others.”

Tota Vita Values

• Fulfilling Fiduciary Responsibilities.
• Listening, Learning, and Leading.
• Developing Personal Relationships and Financial Plans for our Client Family.
• Helping to Create Life Balance and Confidence in your Future.
• Enhancing Service and Experience through Innovative Technology .