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
As Director of Financial Planning, Rana is passionate about helping businesses and individuals plan and achieve their financial independence. Rana is a...
Steve is a Chartered Financial Consultant, designee (ChFC) and a veteran of the investment and financial planning industries who began his career...
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...
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…
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