Meet my[fi]

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.

Define Your
[Financial Independence]

01

Sometimes You Need to Take the Bad with the Good

Sometimes You Need to Take the Bad with the Good – This cliché 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 volatility) with the good (better returns over the long term). These types of markets are challenging to sit through, but they’re also why we believe so passionately in helping our clients develop a plan…

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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...