About - Noverus

Noverus is a financial publishing company dedicated to providing the information and advice people need to organize, simplify, and strengthen their personal financial management. Since 1995, Noverus has provided intelligent solutions to the financial service industry while developing a proprietary approach to managing personal finances. The company's broad array of personal financial planning and management systems are founded on consumer advocacy, objectivity, financial product neutrality, and individual empowerment.

For consumers, the $25 trillion US financial services industry has historically been confusing, technically complicated, and intimidating. Conversely, for providers of financial products and services, it has been distinguished by high customer acquisition costs, complex distribution, and complex pricing models.

To address these market inefficiencies and the significant degree of financial illiteracy, Noverus is developing financialPARTNER The Personal Financial Management System. Our system

Motivates, educates, and empowers individuals to improve their financial situation by providing an easy-to-use, systematic approach to financial planning and management

Organizes, tracks, and helps to proactively manage personal finances with leading-edge technology and financial tools

Provides a transaction platform that becomes a robust e-commerce site, designed to serve the needs of both consumers and financial product providers

financialPARTNER is comprehensive and offers the user not only objectivity but also advocacy, confidentiality and financial product neutrality – a combination not commonly seen in today’s marketplace.

2010 – Noverus provides content to the National Association of Estate Planners and Councils (NAEPC) new estate and financial portal www.estateplanninganswers.org/

2010 – Noverus releases www.FinancialPartner.com

2010 – Noverus releases My Estate Planning Organizer^™ and www.MyEstatePlanningOrganizer.com.

2009 – Noverus completes development and advancements on the 2010 Edition of the financialPARTNER Guidebook and My Estate Planning Organizer^™ Noverus creates several strategic partnerships to distribute content.

2008 – Noverus plays a major role in initiating actions that result in the passing of a Congressional Proclamation, H.RES. 1499, designating the third week of October as “National Estate Planning Awareness Week”

2006 – Noverus The Modesto Bee, and The Modesto Junior College, co-sponsored a community-wide estate planning conference, “Building Blocks of Estate Planning.”

2005 – Noverus enters into several strategic license agreements to provide financialPARTNER content.

2004 – Noverus CEO reaches agreement with Universal Press Syndicate to create a weekly Your Personal financialPARTNER^™ half-page newspaper column for distribution to newspapers and their websites.

2002 – Noverus creates a strategic partnership with Enwisen to improve employment benefit communications

2002 – Noverus creates Noverus Consulting to better serve its clients.

2002 – Noverus releases a new version of Your financialPARTNER Game Plan^™, a robust financial planning engine that produces comprehensive financial plans.

2001 – Noverus releases its beta Website under the www.fpgold.com URL.

2000 – Noverus accepts Treasury Secretary Summers’ invitation to join National Partners for Financial Empowerment, a nonpartisan coalition to address financial literacy.

1999 – Noverus designs financial calculators and content used on major portals such as Ameritrade and Aon, the world’s second-largest insurance broker and employment benefit consulting firm.

1998 – Noverus Completes development of NetWealth^™, a desktop financial planning software application, for Kiplinger/Block Financial, a subsidiary of H&R Block.

Noverus was built on the foundation of a 35-year-old fee-only financial advisory and asset management practice. The resulting systems, procedures, software applications, and product concepts reflect that experience and the exclusive, time-tested concepts that have been successfully used by individuals in all walks of life. The company is a privately owned, pre-IPO organization with a focused vision: to become America’s financialPARTNER^™.

Our senior management team and associates are a highly skilled and talented group of executives and professionals with extensive experience in developing financial planning information and content, working in publishing or high-tech environments, marketing both consumer and business products, managing emerging growth companies, consulting, and selling to business, government, and the nonprofit sectors. Our professionals hold various licenses and professional designations and memberships in the disciplines of banking, accounting, finance, investments, securities, real estate, tax, insurance, estate planning, and industrial/organizational psychology.

Noverus’ mission is to help improve financial awareness and to improve financial literacy by providing affordable access to personal financial management systems and products that guide users to a more secure, prosperous future.