Professional Financial Strategies & Advice
Without All the Noise
It’s not a typo. PlaniFy Wellness has a capital F for a reason: It means “Planning For You,” your family, your goals and your future. As your resource to help and ally, we believe financial planning doesn’t need to be any more complicated than a relaxed conversation. We’ve been in your shoes before, we understand the complexity of the financial world, and we know how to help simplify and strengthen it with tailor-made strategies. That’s why we founded our company in the first place: to help people reach their most valued financial goals, no matter their size.
At PlaniFy Wellness, there are three keys to success: trust, education and customization. Each of these tenets are enhanced by our state of the art technology, which allows clients to take charge of their financial situation and access their accounts at their convenience. As a team, we are committed to guiding you towards your goals through mutual dedication and accountability.
Organize, Monitor, Collaborate
Through our eMoney platform, clients can set their Personal Financial Goals, connect their assets and liabilities, then monitor and track progress at any time of the day.
Protect Your Finances With Confidence
Imagine having all of your financial data in one place. With The Vault, you can store tax returns for easy year-by-year filing, protect, wills, deeds and estate plans, and even upload precious family videos and pictures from special occasions.
Access Your Account Anytime, Anywhere
View your complete financial picture in the palm of your hand. Whether you’re at home or on the go, you can view all of your accounts on one page, from investments to spending, transactions and tracking your goals.
4 Steps to Protecting a Child with Disabilities
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
It's important to understand how inflation is reported and how it can affect investments.
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Building wealth requires protection from the forces of wealth destruction.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
A few strategies that may help you prepare for the cost of higher education.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps estimate your federal estate tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are hundreds of ETFs available. Should you invest in them?
Peer-to-peer payment apps are one of the newest ways to send money.
What if instead of buying that vacation home, you invested the money?
Learn how to harness the power of compound interest for your investments.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?