Investment Management Services
Empowering Women at Finivi
Whether you are recently divorced, widowed or just simply looking for financial advice geared more towards the unique planning needs of a Savvy and Independent Women, you have come to the right place. Meet our highly engaged, supportive and experienced women and wealth advisors who are passionate about helping other women who find themselves at a crossroad in their lives.
Katie Moore, CDFA (Read Bio >>)
Katie has over 10 years of experience empowering independent women, newlyweds, and women in transition due to a divorce, death of a spouse, career change, or other life event to expand their knowledge and build their confidence regarding money and investing.
As a Certified Divorce Financial Analyst she specializes in providing financial guidance to women who may be contemplating or currently going through a divorce.
Catherine Gareri (Read Bio >>)
Cathy has over 25 years of experience helping women who need help planning for a successful transition into retirement, who are recently widowed, dealing with an illness, or looking to create customized estate planning and asset protection strategies.
She is passionate about creating enduring relationships through her unhurried way of truly getting to know her clients and providing thoughtful guidance in a genuine, caring and impactful way.
Amazing things happen when women team up – especially when they come to us with a strong desire to change their financial futures, expand their knowledge and build their confidence regarding money and investing. Empowering women with the tools they need to be financially independent is where we really make a difference in the lives of everyone we work with.
What Happens to Your Social Media Accounts When You Die?
Social media has become an integral part of our lives, with many of us accumulating years of posts, photos, videos, and other digital content across various platforms. But have you ever considered what happens to all of this data after you pass away? Understanding the policies of different social media sites regarding deceased users’ accounts…
Breaking Up the Piggy Bank: A Divorcing Couple’s Guide to Retirement Asset Division
Dividing retirement assets is often one of the most complex aspects of a divorce settlement. These accounts, which may include 401(k)s, IRAs, pensions, and other retirement plans, are typically among a couple’s most valuable assets. Proper division requires careful consideration of legal requirements, tax implications, and long-term financial planning. This article will guide you through…
When Your Spouse Doesn’t Want a Divorce
Getting a divorce is one action that quarreling spouses might agree. However, there are possible situations when you want to sever the tie, but your spouse insists on staying married. What can you do if your partner won’t give you a divorce? First of all, no one can force you to stay married. Your spouse…
What Questions Should I Ask at a Divorce Consultation?
You’re savvy enough to know that you need an attorney to counsel you about your divorce. The first step is selecting a divorce professional. If your divorced friends were satisfied with their legal representation, you could ask them for their lawyer’s contact details. Keep in mind that each case is unique. Just because your friend…
DIY Divorce: Is It Worthwhile?
You know the divorce process is hard. You know it’s expensive to hire an attorney. Is it possible — or desirable – to do it all yourself, without legal assistance? Like most legal questions, the answer is … it depends. Here are some pros and cons of a DIY divorce without a lawyer’s expert legal…
5 Ways to Organize Your Finances Before Divorce
If a divorce is looming in your future, you’ll find you have a lot of things to take care of, but your finances should be front and center. Here are 5 ways to get your finances in order before a divorce. 1. Sit down with a Fee-Only Financial Planner, preferably a Certified Divorce Financial Analyst…
10 Ways to Help Kids Deal With Divorce
Divorce is an earth-shattering experience for any couple to go through. In some ways, though, it’s worse for their kids because they were not a part of the decision for the breakup. Parents often try to stay together for the sake of the kids even when the marriage clearly isn’t working. Finally, they admit that…
Alimony Tax Rules are Changing
The sweeping changes under the Tax Cuts and Jobs Act (TCJA) of 2017 affect many aspects of our federal tax system. One major adjustment for many divorcing couples is how spousal alimony will be treated. Definition of Alimony Let’s begin by first defining alimony. According to the IRS, alimony is amounts paid to a spouse…
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