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.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Making the most of surprises is a great reason to work with us.
Five phases to changing unhealthy behaviors.
There’s a link between debt and stress.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
When considering life insurance, it's important to understand your options.
Is your estate in order? This short quiz may help you assess your overall strategy.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the financial impact of leasing versus buying an automobile.
Principles that can help create a portfolio designed to pursue investment goals.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
A bucket plan can help you be better prepared for a comfortable retirement.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
What if instead of buying that vacation home, you invested the money?