Finivi focuses on providing actionable advice and clear guidance in all areas of financial planning and investing. The company takes a team-based approach providing clients ongoing access to the collective experience of a diverse team of financial planners, investment advisors, and tech-savvy team members to help them make smarter financial choices. In this new era of digital transformation, Finivi keeps its clients well-informed on the potential impacts of evolving technologies, including blockchain, cryptocurrencies, nanotechnology, quantum computing, and the Internet of Things (IoT). Since 2001, Finivi has served as a sustainable wealth management firm offering socially responsible investment options for its clients and also provides a direction on the best ways to save, eliminate debt, grow the net worth, or simply get the financial life organized.
Besides holistic financial planning and personalized investment management, Finivi also offers advisory services for retirement, estate planning, socially responsible investing (SRI), and divorce financial planning. Finivi's secure online planning tool aggregates and regularly updates what the client owns and what they are owed, all in one place, allowing a complete financial picture from anywhere at any time. The company's goal-based investment management services are designed to help clients link their preferred lifestyle and investment objectives with personalized, professionally managed investment strategies. Finivi's retirement planning services include determination of the age clients can realistically retire with their desired lifestyle; planning for post-retirement healthcare costs; creating the income they need to live the desired lifestyle; and appropriate investment of their retirement plan assets. With estate planning services, Finivi ensures that the client's assets are passed to the intended beneficiaries on their death or disability. The company also offers professionally managed SRI portfolios to enable the opportunity of wealth growth while aligning investment strategies with personal values. For divorcees and widowed clients, Finivi creates action plans along with ongoing coaching and financial advice that help guide them to achieving the life they want for themselves and their families. Finivi empowers women with the tools they need for becoming financially independent, and that is where the company makes a difference in the lives of everyone they work with.
In addition to providing virtual financial and investment advice to clients nationwide, Finivi continuously looks for new resources to introduce to its clients that can help them save money, time, and improve their health and well-being. Finivi also helps clients gain confidence and control over their financial future.
In the past, you worked, you saved, you retired -- and, in that world, providing a linear financial planning solution for that straightforward path was sufficient. When I founded Finivi, I did so because I knew that wasn’t the world we lived in anymore