Turn Your [fi] into My[fi]
WE HAVE A LOT OF SATISFIED CLIENTS THAT USE OUR SERVICES WHO…
- Could manage their own money, but simply lack the time and expertise it takes to make the best decision in a changing world and prefer professional advice over a “do it yourself financial planning spreadsheet”. They want a greater understanding on their probability for staying on-course for the future.
- Have worked to accumulate a meaningful amount of assets and have come to a point in their lives where major financial mis-steps are not an option for securing their future.
- Who are already working with other advisor(s) but were seeking a change. They were either wanting to be heard; did not want to be placed in a cookie cutter solution; or required a fuller scope of planning advice.
Watch this short video to see the my[fi] personal financial dashboard
Take control of your entire financial world with a unified dashboard that interfaces directly with us – your advisors.
My[fi] is the foundation of our client relationships. Integrating into our financial planning and portfolio management software, my[fi] keeps us on the same page and working towards the same goal: your [financial independence].
We work to help you plan, manage and forecast your financial future so you can use your money as a tool to find flexibility and freedom in your life. Data-driven answers to life’s challenging financial questions are just a call away. Sometimes it’s not even a financial question, it’s just a life question that will have a financial impact – we talk through those, too.
My[fi] meets you where you are – check your plan on the go, sitting in bed, or on your desktop.
my[fi] Enhancements In our last post, we (re)introduced our client portal, my[fi]. A quick reminder on the name – When we came up with De[fi]ned Wealth Management, we wanted to highlight the F and the I in our name. Sitting back and thinking about the common thread...
Finishing Our First Seven Months at De[fi]ned Wealth Management When we rebranded our business into De[fi]ned Wealth Management last spring, it was really a business in the making for over the last 35 years. Not just an investment advisory firm like any other from...
When we started De[fi]ned Wealth Management on April 1st, we arranged to temporarily keep our offices in Suite 1055 of the Lincoln Center Tower Building on a month to month basis. For most of this time due to COVID-19, Mariya, Chris and I have been working out of our...
Before launching into the stats, we want to take a moment to say we’re still watching everything. We’ve limited our time in office in favor of our work from home machines that we all installed in the last few months. We’re all still available via phone if you’d like...