Financial Planning

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What Do You Want to Accomplish?

We offer both in-person and virtual planning services including on-demand financial and investment advice depending on your specific planning needs and personal preferences.

Get More Savvy About Money

  • Eliminate credit card debt
  • Stop living paycheck to paycheck
  • Increase my income
  • Pay down student loans faster
  • Build or improve my credit
  • Create an emergency fund
  • Know where my money is going
  • Start saving for retirement
  • Make smarter investment choices
  • Calculate and build my net worth

Navigate a Life Transition

  • Prepare for retirement
  • Going through a divorce
  • Loss of job
  • Getting married
  • Starting a family
  • Death of a spouse
  • Caring for a family member
  • Starting a business
  • An unexpected windfall
  • Career change

Use My Money to Improve My Life

  • Stop trading my time for money
  • Turn my hobby into a living
  • Become more savvy about investing
  • Quality time with friends and family
  • Go back to school
  • Give more to the causes I care about
  • Save for a vacation home
  • Retire early or start a new career
  • Travel more
  • Create a passive income stream
See How We Can Help >>

What Makes Our Planning Process Different?

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.

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Manage Your Financial Life On The Go

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.

  • View your total assets, liabilities and net worth
  • Know where your money is going
  • Monitor the performance of your investments including your companies 401(k) plan
  • Track the progress towards achieving your financial goals
  • Work collaboratively in real-time with your Financial Planner

Complimentary Initial Consultation

Before engaging our services, we offer a complimentary, no-obligation initial consultation where we can chat about where you’re currently at, where you would like to be, and what might be keeping you up at night. We will give you our honest feedback regarding our ability to help you achieve your objectives and address the financial challenges you may be experiencing.
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Meet Some of Our Financial Planners

Rana L. Choubah, CFP®, CRPS®

As Director of Financial Planning, Rana is passionate about helping businesses and individuals plan and achieve their financial independence. Rana is a...

Steven C. Johnson, ChFC®

Steve is a Chartered Financial Consultant, designee (ChFC) and a veteran of the investment and financial planning industries who began his career...

Katie E. Moore, CDFA®

As Chairperson of the Finivi Women and Wealth advisory team, Katie’s financial philosophy is deeply rooted in the idea of empowerment and education…

Jay Willwerth, ChFC®

With a background in accounting and finance, Jay has been providing his knowledge and expertise in financial planning and wealth management for...

More About Our Financial Planners >>

Our Recent Articles on Financial Planning

Managing your money and making a solid financial plan isn't easy. Our team consistently publishes new articles to help you along your financial journey.

5 Tax-Advantaged Ways to Save for College: The Pros & Cons of Each

When you are looking to save for college, it is easy to find yourself mired in an alphabet soup of options — ESAs, 529s, UGMAs, UTMAs, and IRAs. But each of these options comes with a unique set of advantages and disadvantages you will want to know upfront. Choosing the right way to save can…

9 Game-Changing Ways to Save Money on College Costs

There are plenty of ways to save money for future college costs, track down financial aid, and take out student loans. And having that money to invest in education is truly invaluable. But what’s even better is decreasing the cost upfront. So you spend less of your savings and reduce — or even eliminate —…

How Remote Learning Will Change College Planning Forever

Undoubtedly, the coronavirus is having a significant impact on the college planning process. The vast majority of Americans remain under stay-at-home orders. Universities and high schools alike are shuttered. And students, parents, and teachers have suddenly been thrown into the new world of full-time, remote learning. Predictions vary for how long remote learning will be…

How To Survive A Layoff Or Furlough During The COVID-19 Pandemic [INFOGRAPHIC]

Becoming unemployed due to a layoff or furlough can be an unsettling event that can cause a wide range of emotions. Understanding your options and making the right financial decisions during this period-of-time can help you successfully navigate through this challenging period in your life. Here are some useful information and financial tips to help…

What is Crypto Custody, and Why is It a Big Deal for Digital Assets?

In 2019, the digital asset markets witnessed a boom in crypto custody solutions offerings. As a result, investors are now able to store their crypto holdings securely with regulated third parties in exchange for a small fee. In this guide, you will learn what crypto custody is, how it works, and why it is such…

Estate Planning in the Age of COVID-19

The coronavirus pandemic has been a wakeup call, showing us all how quickly our lives can change. Even healthy adults have gone from living their lives to coming down with fevers to being placed on ventilators in hospitals, all in the span of a couple weeks. The worst scenarios have led to untimely deaths and…

11 Ways to Earn Money If You’re Unemployed Due to COVID-19

Unexpected job loss can be traumatic. If you were laid off or furloughed because of the coronavirus outbreak, money might be tight. You may need to make some difficult decisions as you navigate paying bills and putting food on the table during financial uncertainty. After you assess your current financial situation, prioritizing and eliminating non-essential…

Top 10 Ethereum DeFi Platforms in 2020

Decentralized finance (DeFi) is one of the latest innovations that has emerged out of the blockchain-powered, decentralized economy. Primarily built on the Ethereum network, DeFi applications provide users with traditional financial services but in a decentralized, borderless manner that enables anyone across the globe with an internet connection to gain access to financial products and…

Your Better Life is Waiting on You. Let’s Get Started.

Where would you like to begin?

Financial & Investing
Advice-On-Demand
Starting at $99
Ideal for those seeking financial guidance in a particular area
Sample advice topics:
  • 401(k) Investment Options
  • Improving Your Credit Score
  • College funding strategies
  • Insurance Coverage Review
  • Student Loan Debt
  • Goal Accumulation Planning
  • Creating a Workable Budget
  • Social Security Options
  • Estate Planning Review
  • Navigating a Life Change
What You Get:

(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
Financial Guidance
Starting at $49 per month
Ideal for those serious about making better financial decisions & designing the life they want
Sample advice topics:
  • Plan Implementation
  • Navigating Life Changes
  • Major Purchase Decisions
  • Building & Improving Credit
  • Your Employee Benefits
  • 401(k) Investment Options
  • Estate Planning Questions
  • Insurance Questions
  • Budgeting & Cash Flow
  • Investing & Tax Questions
What You Get:

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)

Comprehensive
Financial Plan
Starting at $1,499
Ideal for those who want a holistic review and guidance regarding their complete financial life
What we can cover:
  • Lifestyle and Career Goals
  • Budgeting & Debt Mgmt
  • Cash Flow & Savings Goals
  • Credit Report Review
  • Retirement Planning
  • Income Tax Analysis
  • Estate Planning Strategies
  • Stock Option Planning
  • Insurance Coverage Review
  • Employee Benefits Review
What You Get:

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)

Schedule a Consultation >>

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