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

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.

Savvy Tips for Buying a Boat and Getting You on the Water Quicker

So, you have decided to take the plunge and purchase a boat; how exciting! But, how will you pay for it? Before diving into buying a boat, carefully consider your finances and budget1 to be sure you can afford the next step2. Remember, the cost of owning a boat is more than just the boat…

How to Create a Budget You Can Actually Stick With

Do you feel like your finances are out of control? Are you charging too much on credit cards each month? Do you sometimes wonder where you are going to come up with enough money to pay your bills? If any of these describe your financial situation, putting a budget in place could help. Here are…

Why Saving Isn’t Enough

Forget that myth that millennials are bad with money. If recent surveys are accurate, 20- and 30-somethings are excellent at saving money and building up stacked savings accounts. In fact, nearly 1 in 4 millennials report having $100,000 to more in savings, according to a new Bank of America report. Of those surveyed, “Seventy-three percent…

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…

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…

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…

The COVID-19 Stimulus Package: What’s in it for you?

The $2 trillion Coronavirus Aid, Relief, and Economic Security Act (CARES Act) is full of provisions that help individuals, small businesses, and families. No matter your circumstances, there’s likely some part of this act that will benefit your finances and help you stay afloat while we ride out this pandemic. Here’s what you need to…

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

Where would you like to begin?

Financial & Investing
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)

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)

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 >>