PERSONAL WEALTH MANAGEMENT

For The Modern Saver.

Making sense of every financial step.

PERSONAL WEALTH MANAGEMENT

For The Modern Saver.

Making sense of every financial step.

PERSONAL WEALTH MANAGEMENT

For The Modern Saver.

Making sense of every financial step.

Fiduciary Financial Planning

Fiduciary Financial Planning

Partnering with a dedicated ally in your financial journey. This ally is committed to prioritizing your interests, guiding you through the maze of financial terms and complexities with clarity and simplicity. Our role is to be that trustworthy guide, working alongside you to craft a path toward financial well-being.

Partnering with a dedicated ally in your financial journey. This ally is committed to prioritizing your interests, guiding you through the maze of financial terms and complexities with clarity and simplicity. Our role is to be that trustworthy guide, working alongside you to craft a path toward financial well-being.

Fiduciary Financial Planning

Partnering with a dedicated ally in your financial journey. This ally is committed to prioritizing your interests, guiding you through the maze of financial terms and complexities with clarity and simplicity. Our role is to be that trustworthy guide, working alongside you to craft a path toward financial well-being.

Tech-Savvy Wealth Building

Tech-Savvy Wealth Building

Tech-Savvy Wealth Building

Merge the digital age's prowess with our seasoned Certified Financial Planners (CFP®) expertise. We offer dynamic tools and insights that make managing money feel less like a chore and more like a game you're winning.

Merge the digital age's prowess with our seasoned Certified Financial Planners (CFP®) expertise. We offer dynamic tools and insights that make managing money feel less like a chore and more like a game you're winning.

Merge the digital age's prowess with our seasoned Certified Financial Planners (CFP®) expertise. We offer dynamic tools and insights that make managing money feel less like a chore and more like a game you're winning.

Who We Serve

  • Young Savers

  • Busy Professionals

  • Pre-Retirement Navigators

  • Valued Partners

Who We Serve

  • Young Savers

  • Busy Professionals

  • Pre-Retirement Navigators

  • Valued Partners

Who We Serve

  • Young Savers

  • Busy Professionals

  • Pre-Retirement Navigators

  • Valued Partners

Pricing


Launch

$199

/year

Access to Savology

1 Hour Consultation

Get Started

Build

$170 - $250

/month

$0-$100k in managed assets

Holistic Financial Guidance

Budgeting Tools

Flexible Payment Models

Get Started

Thrive

1.25% - 0.80%

Annual % of Assets Under Management

$100k+ in managed assets

Customized Financial Planning

Regular Reviews & Adjustments

Personalized Service

Get Started

Pricing


Launch

$199

/year

Access to Savology

1 Hour Consultation

Get Started

Build

$170 - $250

/mo

$0-$100k in managed assets

Holistic Financial Guidance

Budgeting Tools

Flexible Payment Models

Get Started

Thrive

1.25% - 0.80%

Annual % of Assets Under Management

$100k+ in managed assets

Customized Financial Planning

Regular Reviews & Adjustments

Personalized Service

Get Started

Pricing


Launch

$199

/year

Access to Savology

1 Hour Consultation

Get Started

Build

$170 - $250

/month

$0-$100k in managed assets

Holistic Financial Guidance

Budgeting Tools

Flexible Payment Models

Get Started

Thrive

1.25% - 0.80%

Annual % of Assets Under Management

$100k+ in managed assets

Customized Financial Planning

Regular Reviews & Adjustments

Personalized Service

Get Started

Sign up today.

Sign up today.

© Copyright  2024  | Censifi, LLC ("Censifi") is a registered investment advisor offering advisory services in the State(s) of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The information on this site for informational purposes only and should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security or advisory service in any jurisdiction where such solicitation, offer, or recommendation would be unlawful or unauthorized. The information provided should not be relied upon as the sole factor in an investment making decision. Past performance is no guarantee of future results. Please refer to Censifi Disclosures & ADVs for additional information and risks. All Rights Reserved.

© Copyright  2024  | Censifi, LLC ("Censifi") is a registered investment advisor offering advisory services in the State(s) of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The information on this site for informational purposes only and should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security or advisory service in any jurisdiction where such solicitation, offer, or recommendation would be unlawful or unauthorized. The information provided should not be relied upon as the sole factor in an investment making decision. Past performance is no guarantee of future results. Please refer to Censifi Disclosures & ADVs for additional information and risks. All Rights Reserved.

© Copyright  2024  | Censifi, LLC ("Censifi") is a registered investment advisor offering advisory services in the State(s) of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The information on this site for informational purposes only and should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security or advisory service in any jurisdiction where such solicitation, offer, or recommendation would be unlawful or unauthorized. The information provided should not be relied upon as the sole factor in an investment making decision. Past performance is no guarantee of future results. Please refer to Censifi Disclosures & ADVs for additional information and risks. All Rights Reserved.