Get More Savvy About Money
Navigate a Life Transition
Use My Money to Improve My Life
We focus on one outcome – helping you live the life that you want
We understand the real reason people hire us, and what makes us unique, is our firm’s singular focus on helping you live your best life by making smarter financial and investment choices, and learning how to use the latest tech tools, devices, and Apps, to maximize your time and financial resources.
Schedule a Consultation >>Our secure online planning tool aggregates what you own and what you owe, all in one place, allowing you to see your complete financial picture from anywhere at anytime. All updated daily.
Catherine is a Certified Financial Planner™ Practitioner who has extensive experience in helping individuals reach their financial goals. She is...
Steve joins Finivi as a seasoned investment professional with over a decade of helping his clients achieve their financial goals by making more…
As Chairperson of the Finivi Women and Wealth advisory team, Katie’s financial philosophy is deeply rooted in the idea of empowerment and education…
You know the divorce process is hard. You know it’s expensive to hire an attorney. Is it possible — or desirable – to do it all yourself, without legal assistance? Like most legal questions, the answer is … it depends. Here are some pros and cons of a DIY divorce without a lawyer’s expert legal…
With a financial plan, you can organize your money in a way that reduces stress and builds success. In your personal finances, it acts as the financial roadmap to your long-term financial goals. As an entrepreneur, your plan is there to direct your business growth for long-term viability. Financial planning becomes much more complex if…
But for all the good we’ve achieved, the web has evolved into an engine of inequity and division; swayed by powerful forces who use it for their own agendas. -Tim Berners-Lee Social media has become a huge part of our lives. We turn to it to form groups, foster relationships, and keep in touch with long-distance…
If a divorce is looming in your future, you’ll find you have a lot of things to take care of, but your finances should be front and center. Here are 5 ways to get your finances in order before a divorce. 1. Sit down with a Fee-Only Financial Planner, preferably a Certified Divorce Financial Analyst…
You buy a bottle of wine at the grocery store and the cashier asks to see your ID. Your ID has your birth date, which lets the cashier confirm that you’re over 21. But they also see your driver’s license number, address, and whatever other personal details that document contains. Many of us don’t want…
Small business owners know how stressful it is when tax season comes around. This year, don’t wait until the last minute. Start now to get your business records organized in time to prepare your tax return. The tips below can help you get more organized, save on tax preparation costs, and potentially lower your overall…
Divorce is an earth-shattering experience for any couple to go through. In some ways, though, it’s worse for their kids because they were not a part of the decision for the breakup. Parents often try to stay together for the sake of the kids even when the marriage clearly isn’t working. Finally, they admit that…
Growing your business means investing in key staff. Before you jump into the hiring process, you may want to consider hiring an intern to strengthen your team. With 75% of college students graduating with at least one internship, the intern talent pool has never been better. Whether they’re pursuing a degree or fresh out of…
Where would you like to begin?
(Depending on the complexity of the advice you’re seeking)
30-60 Minute Initial Consultation
Action Plan & Strategy Creation
30 -60 Minute Review of Financial Plan and Action Steps
30-Day Access to a Financial Planner by Email, Phone, Skype for the topic covered (Up to 30 Minutes)
Ongoing Access to a Financial Planner by Phone, Email, Skype
Secure Planning Website & Financial Dashboard
On-Going Financial Coaching
Quarterly/Annual Plan Reviews (As applicable)
Accountability check-ins to help you stay on track (If requested)
Secure Planning Website & Financial Dashboard
Thorough review and analysis of your complete financial life
Personalized Financial Plan with Clear, Actionable Advice
60-90 Minute Review of Financial Plan & Action Steps
30-Day Email, Phone, Skype Financial Planner support in putting your plan into action (Up to 90 Minutes)
Finivi is an independent, fee-based financial planning and investment management firm founded in 2001. We're located just outside of Boston in Westborough, MA.
HOME | WHO WE ARE | WHAT WE DO | WHAT TO EXPECT | BLOG | CONTACT USFinivi Inc.
1400 Computer Drive Westborough, MA 01581
Get directions: iOS | Google
Office: (508) 870-0440
Toll-free: (800) 530-6635
Fax: (508) 898-3097
Email: info@finivi.com
Fun Facts About Me
When he is not researching the next great stock to add to client portfolios, you can find him travelling frequently with his family to Jackson Hole Wyoming.
Fun Facts About Me
Jay’s days are spent helping clients achieve their financial goals, followed by nights and weekends typically watching his daughters play competitive volleyball.
Fun Facts About Me
Steve would tell you that one of the best parts of the day is spent talking to clients and relationships that result from it. When away from the office, he loves to travel the back roads of New England enjoying all the great sites that can be found off the beaten path.
Fun Facts About Me
When not managing client portfolios, Fred can be found relaxing with family and friends.
Fun Facts About Me
Fun Facts About Me
When not caring for her clients Cathy enjoys relaxing in her yard at home.
Fun Facts About Me
When Katie is not busy taking care of her clients, she spends her time being a mom to her two little ones, Owen and Isla.
Fun Facts About Me
When Herbert isn't reviewing your portfolio or assisting you with your financial well-being you can probably find him relaxing with friends.
Fun Facts About Me
Loves spending time with 2 daughters and enjoys participating in 5k obstacle races throughout the year.
Fun Facts About Me
When not cheering for the Patriots Donna spends her free time travelling throughout the U.S. looking for new haunted places to explore. She loves wearing her cowboy hat and boots when travelling out west.
Fun Facts About Me
Fun Facts About Me
Fun Facts About Me
When away from the office, Cathy enjoys working out and participating in the 26.2 mile Jimmy Fund Marathon Walk each September.
Join our mailing list to receive the latest news and updates from our team.
We value your privacy. Our firm will not share your information without your permission. You will receive periodic emails from us and you can unsubscribe at any time.