Life-focused financial planning and wealth management tailored for those 5–10 years until retirement.
We create space for thoughtful families to make strategic, creative, and intentional choices around their lives and their money.
Working with NVIS won't just give you peace of mind and a sense of clarity — it will help you think bigger. It will inspire you to approach your financial life with a spirit of possibility.
Because true wealth is about so much more than numbers. It's about building a life you're proud of alongside the people you love most.
Here's what makes working with Kolin Hayes different from the status quo.
You're not alone. These are the situations Kolin hears most — and exactly what NVIS was built to solve.
Everyone has an opinion about your money, but what's actually right for your unique situation?
You'd rather focus on your career, family, or business than track markets and financial reports.
Cash sitting idle and missed opportunities. You know there's room to grow but haven't found the path.
Balancing income, taxes, savings, and investments is complex. You want a trusted advisor.
When can I retire? How much can I spend? Will my money last? These questions deserve a clear, confident answer.
Every step is designed around you — your values, your family, and what you want your future to look like.
A free, no-commitment conversation to find out if working together makes sense. We'll cover:
No commitment. No pressure. No cost. After the meeting, we'll decide together if it makes sense to continue.
We take everything we've learned and build a personalized financial plan designed around your life. This is where your goals, investments, taxes, and risk management all come together into one clear strategy.
During this meeting, we'll walk through the completed plan together so you fully understand how everything works and why it is recommended.
This is where we bring your plan to life. We'll walk through your strategy together so you understand exactly how everything fits — and what steps to take next.
You'll leave this meeting with a clear path forward.
We formally meet twice a year to ensure everything gets implemented and adjust as life changes. However, you can reach out anytime in between.
No hidden charges. No account minimums. Just clear, competitive pricing aligned with your best interests.
| Service | AUM | Annual Fee |
|---|---|---|
Initial Consultation Meet Kolin, discuss your goals, see if NVIS is the right fit | — | Free |
Wealth Management Full financial planning & ongoing investment advisory | Up to $1M | 1.00% |
Wealth Management Reduced rate for portfolios above $1,000,000 | Above $1M | 0.75% |
Let's have a no-obligation conversation to see if we're a good fit. No pressure, no jargon.
Your big goals. Our expertise. We'll work together to build a plan that's truly yours.
Ongoing support so you can focus on life, knowing your finances are in great hands.
Reach out to Kolin directly. No pressure, no jargon. Just an honest conversation about your goals and how NVIS can help you get there.
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