Practice Management: Financial Packages to Present to a Client and Their Legal Team

2.5 (2 votes)

Recorded On: 06/01/2021

Vesta’s integrated, efficient approach improves the experience and outcomes of the divorce process, and can effectively lower the associated costs. Vesta clients consistently report reduced anxiety and isolation – they deeply appreciate our professionals’ expert guidance throughout the divorce process, and they highly value participation in our supportive Vesta community.

At Vesta, we have built a better way for people to navigate the divorce process by providing access to expert advice, professional counseling, and a community of support. Our localized hubs in Massachusetts, Southern California, and Arizona offer no-cost in-person and virtual events, concierge services, and vetted professionals from the range of services needed before, during, and after divorce, including legal, financial, emotional, real estate, mortgage specialists and health and wellness. In addition to expert one-on-one services, our professionals collaborate to provide a consolidated system of comprehensive, supportive care. Vesta’s integrated, efficient approach improves the experience and outcomes of the divorce process, and can effectively lower the associated costs. Vesta clients consistently report reduced anxiety and isolation – they deeply appreciate our professionals’ expert guidance throughout the divorce process, and they highly value participation in our supportive Vesta community.

Robert Vona

CEO

Vesta

As the CEO of Vesta, Bob has held the vision for the company and its growth since 2013. With over 30 years in finance, he brings knowledge and a genuine desire to impact the lives of the people and clients he works with. Having been through a divorce himself, Bob understands the unique challenges divorce can present in someone’s future and is committed to supporting people through all phases of their divorce.

Bob began his financial services career after receiving his Bachelor of Science degree in Management from Bentley University. He served as a financial representative and sales manager with New York Life Insurance Company, and then held roles at AIG as an Agency Manager and served as a Senior Vice President for Bank of America, CNA-Viaticus, and Citi/Smith Barney before starting his own private Independent Registered Investment Advisory Practice from 2009 to 2013. 

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Recording: Practice Management: Financial Packages to Present to a Client and Their Legal Team
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