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
Steve is a Chartered Financial Consultant, designee (ChFC) and a veteran of the investment and financial planning industries who began his career...
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...
Three Estate Planning Strategies to Take Advantage of Low Cryptocurrency Valuations
Bitcoin’s value has ranged from less than a penny to nearly $20,000 since its inception a little over ten years ago now. Within the last year alone, bitcoin’s value has fallen from $11,000 to a low of around $3,500. Many other digital currencies and tokens, which are referred to as “ALT coins” have seen their…
How Are Bitcoin and Crypto Taxed?
One of the cypherpunks’ original goals when developing digital money was to operate outside of government control, but the Internal Revenue Service has put a big damper on that possibility as we will discuss below. People who hold crypto largely for ideological reasons can still take a chance on evading taxes, and they may succeed….
What Questions Should I Ask at a Divorce Consultation?
You’re savvy enough to know that you need an attorney to counsel you about your divorce. The first step is selecting a divorce professional. If your divorced friends were satisfied with their legal representation, you could ask them for their lawyer’s contact details. Keep in mind that each case is unique. Just because your friend…
Creating a Financial Wellness Program for Your Employees
How many times do you think about your finances in a day? A study by the American Psychological Association reports 62% of respondents say money is their most common source of stress. And that stress spreads into your business, impacting productivity, physical health, and the ability to focus. Adding a program for financial wellness support…
Can You Insure Your Bitcoin?
If you could buy insurance to protect your bitcoin, would you? As with all kinds of insurance, your answer is probably, “Sure—if the coverage is good and the price is right.” What might you reasonably expect bitcoin insurance to cover? Let’s think about the types of losses insurance covers for other currencies and investments. How…
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…
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