FAQs

Regista exists to be the dedicated partner for the dreamers, doers and achievers who want to be actively involved in their financial process — by bringing the best resources and people around you, we seek to encourage, uplift, and inspire the next generation of investors.

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Post-Divorce Financial Planning

How is this different from working with an attorney or mediator?

We don’t give legal advice or represent either party. Our role is to provide financial insight and planning so both parties can make informed decisions. We often work alongside attorneys and mediators to support a full team approach.

When should I start this process?

As early as possible. Even if you're just beginning to explore divorce, a financial consultation can help you understand the road ahead and avoid costly missteps.

What is post-divorce financial planning?

It's a collaborative process that provides clarity and strategy around the financial aspects of divorce. It helps clients understand their options, avoid common mistakes, and make confident decisions.

Financial Planning

Can we include my spouse or partner in this process?

Absolutely. Financial planning works best when all stakeholders are involved and aligned on goals.

What does the financial planning process look like?

We start with a discovery session, then build a personalized plan that outlines your current situation, goals, and strategies. We meet regularly to keep things on track and adjust when needed.

Do I need a financial plan if I already have investments?

Yes. A financial plan is about alignment and direction. It helps ensure your investments, spending, and saving are all moving you toward the life you want.

Investment Management

Do you offer socially responsible investment options?

Yes. We can customize portfolios to align with your values and include ESG (Environmental, Social, and Governance) investment strategies.

How are your portfolios built?

We build portfolios using evidence-based investment strategies tailored to your goals, risk tolerance, and timeline. We also account for taxes and fees to optimize your returns.

What’s the minimum investment required?

We don’t require a minimum. We focus on building long-term relationships, no matter where you’re starting.

Wealth Management

Can you help manage assets held at different firms?

Yes. We’ll review your full financial picture and incorporate outside accounts into your plan.

What’s the difference between financial planning and wealth management?

Wealth management is a more comprehensive service. It includes financial planning, investment management, and coordination with your tax and legal professionals to support all aspects of your financial life.

Who do you typically work with?

We work with individuals, couples, and families who want help managing their wealth in a way that aligns with their values and long-term goals.

Retirement Planning

Can you help me choose between Roth and Traditional accounts?

Yes. We’ll evaluate your income, tax brackets, and future projections to help you make the most strategic decision.

What if retirement is still 20 years away?

That’s actually the best time to start planning. The earlier we start, the more options you’ll have to build a retirement strategy that works.

How do I know if I’m on track for retirement?

We analyze your current savings, spending needs, investment performance, and expected income sources to determine if you're on track—and what adjustments might be needed.