ViviFi Planning was created to bring exceptional financial advice to young professional families that, without multi-million dollar portfolios to invest, have long been ignored by much of the financial industry.
Over years of listening to financial stories and experiences, the firm’s founder heard the phrase “I wish I would have known” too many times. ViviFi Planning was born out of a desire to help peers avoid ever experiencing this regret. Clients working with ViviFi Planning feel confident about their money decisions and where their financial lives are headed. This impact is far more than a job or a career to the firm’s founder, Andy; it’s a mission.