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
Meet Some of Our Financial Planners
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…
With a background in accounting and finance, Jay has been providing his knowledge and expertise in financial planning and wealth management for...
DIY Divorce: Is It Worthwhile?
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…
Financial Planning Tips for New Business Owners
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…
The Dangers of Centralized Social Media
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…
5 Ways to Organize Your Finances Before Divorce
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…
Self-Sovereign Identity: Own, Manage, and Control Your Identity
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…
17 Tax Savings Tips for Small Business Owners
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…
10 Ways to Help Kids Deal With Divorce
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…
How Interns Accelerate the Growth of Your Business
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…
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