Meet my[fi]

Turn Your [fi] into My[fi]


  • 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.

Define Your
[Financial Independence]


Read Our Latest Insights

Remembering Charlie Munger + 2024 Updates

As we begin the second month of 2024, we at Defined Wealth Management find it important to reflect on the past not only as a point of reflection but also from a personal and firm introspection.  To paraphrase a famous quote by Albert Einstein, you can’t do the same...

A Blog Look Back

Our blog in October 2022 discussed the market noise of a declared bear market and its impact on the investor psyche. In that post we discussed the definition of a bear market and possible causes (and listed the post bear markets performance of the S&P 500). The...

Facts and Stats on Bear Markets

One constant of being invested in the financial markets is that the stock market experiences periods of volatility. 2022, as it turns out, is no exception. As of June 13, 2022, the S&P 500 Index officially entered bear market status1. A bear market is when a...

Sometimes You Need to Take the Bad with the Good

“Sometimes you need to take the bad with the good”.  This cliche is typically used as an acknowledgement that “nothing is perfect”. Nothing could be truer when it comes to acknowledging the benefits of investing over time; you must accept the bad (short term market...