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Finivi

Investment Management Services

what to expect

Becoming a Client

Some are looking for a clearer plan. Others want to know whether their investments and retirement portfolio are aligned with their goals, structured appropriately, and being managed with the level of care and coordination they need.

Start a conversation

Becoming a client starts with a thoughtful conversation. Most people reach out when something in their financial life has become more complex, more consequential, or simply too important to manage in pieces.

Finivi brings investments, financial planning, retirement, tax considerations, and estate strategy together in one coordinated relationship.

planning and investment management

How you can engage our services

If we decide to move forward together, we will recommend the approach that best fits your needs. Some clients begin with fee-based planning services. Others begin with investment management. In many cases, both become part of the relationship, because planning and investment management are strongest when they are coordinated.

fee-based planning

Planning Services

Planning work can be modular when there is a specific need or issue to address, or broader in scope when a more comprehensive strategy is needed. That may include financial planning, retirement planning, estate planning, or coordination across several areas at once.

  • Focused guidance for a particular issue, decision, or transition.
  • Comprehensive planning when several parts of your financial life need to be aligned.
  • Clear recommendations designed to bring structure, clarity, and follow-through to important decisions.

ongoing fiduciary management

Investment Management Services

Clients may also engage Finivi for discretionary investment advisory services. This relationship is centered on professionally managed portfolios aligned with your goals, risk profile, income needs, and broader priorities, all within a disciplined fiduciary framework.

  • Institutional-grade portfolio construction tailored to your goals and risk profile.
  • Investments managed as part of a coordinated strategy, so no part of your financial life is considered in isolation.
  • Ongoing management designed to support your retirement, income needs, and long-term financial priorities.

Those are the two routes in. Which one fits is the first thing we work out together

Schedule a call

who we serve best

When Finivi may be the right fit

We tend to work best with individuals and families who want thoughtful guidance across the whole of their financial lives, not isolated advice on one account or one decision. They want a fiduciary relationship, a clear process, and a team that understands how one financial decision affects the others.

Integrated advice

You want your investments, planning, tax considerations, and estate strategy thought through together rather than in separate conversations.

Important decisions ahead

You are approaching retirement, already retired, managing meaningful wealth, or navigating a life event that calls for more structure and clarity.

Disciplined portfolio management

You want investment strategy aligned with your goals, your risk profile, and the life your wealth is meant to support.

Independent fiduciary guidance

You want advice from a firm built around client interests, long-term thinking, and coordinated decision-making.

how the process begins

A straightforward path into the relationship

We use the introductory meeting to understand what prompted you to reach out, what questions you want to address, and what matters most to you. If it makes sense to continue, we gather the information needed to understand the full picture and share candid feedback on how we can help.

1

Introductory conversation

We begin with a no-cost, no-obligation meeting focused on your circumstances, your priorities, and whether we are the right fit for one another.

2

Discovery and review

If we continue, we gather the relevant information, such as statements, estate documents, retirement assets, insurance details, and other materials needed to see the whole picture clearly.

3

Recommendation of the engagement

We recommend the engagement structure that best fits your needs, whether that means fee-based planning, discretionary investment advisory services, or both as part of a coordinated strategy.

4

Implementation and ongoing advice

Once engaged, we move from analysis into action. We then continue to review, adjust, and coordinate decisions as your financial life evolves.

what to expect

What working together should feel like

Once engaged, the relationship becomes ongoing and coordinated. Your financial life is not treated as separate parts moving in different directions. It is managed as one picture, with advice shaped by your goals, your concerns, and the tradeoffs that matter most.

Clear communication

Honest guidance, direct recommendations, and decisions explained in plain language.

Coordinated advice

Investments, planning, retirement, tax considerations, and estate issues handled with one direction in mind.

Long-term relationship

Ongoing review and adjustment as circumstances change, rather than one-time advice that gets stale.

Begin with a conversation

The first step is simple. Reach out to ask a question, request more information, or schedule an introductory meeting so we can see whether we are a fit for one another.

Start the conversation

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