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
Justin has spent the last ten years helping individuals and families make smarter financial and investment choices through unbiased guidance...
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...
Student Loan Strategies while in Forbearance
Current Situation Federal student loans have been in forbearance since the CARES Act was passed in March of 2020 to ease the financial burden of those affected by the Coronavirus. The forbearance is currently set to expire on Jan 31, 2022, unless there is another extension. This date has been extended a few times already,…
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…
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…
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