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Activate Wealth is a fee only financial planning firm delivering comprehensive planning services to busy working professionals from their late 20s to early 40s. These professionals and families have a strong desire to enjoy their life and money NOW while keeping an eye towards the future. Given this unique stage of life, clients of Activate Wealth often want to: 

SAVE TIME
SIMPLIFY COMPLEX SITUATIONS
GROW THEIR WEALTH

As a busy professional, saving time is a huge priority. With a growing career and increasingly complex financial decisions in front of you, its’s time to get serious about your money. But where do you find the time to manage it all? Activate Wealth was designed to save you time and help you make decisions that grow your wealth for the future while living wealthy today!

WHY ACTIVATE WEALTH
Certified Financial Planner

Becoming a CFP® professional requires you meet rigorous educational and experience requirements, uphold the highest ethical standards with your clients, and continually educate yourself on the industry’s best financial planning practices. To learn more about why you should hire a CFP® professional to handle your personal finances, visit here.

Fee Only

Being “Fee Only” means that Activate Wealth is completely free of any conflicts of interest with its clients. We do not accept commissions or sell products from any third party. The only money we make is paid directly from YOU, the client. As a client of Activate Wealth, you will have the piece of mind that we are always working in your best interest (I know, isn’t it crazy that we have to put your interests ahead of ours?).

Focused

Activate Wealth works specifically with high income professionals from their late 20s to early 40s.  These professionals have very specific and unique planning needs. Many financial planning firms will only work with “retirees and high net worth individuals” that have significant assets to manage. We want to help you build wealth from ground up. You have plenty of wealth building opportunities now, why wait until retirement? 

ACTIVATE YOUR WEALTH PROCESS

Want to know what happens when you become a client of Activate Wealth?
Our
Activate Your Wealth Process is a 3-4 meeting process that covers these 9 financial planning areas:

Want to know what happens when you become a client of Activate Wealth? Our Activate Your Wealth Process is a 3-4 meeting process that covers these 9 financial planning areas:

Debt & Student Loan Management
Goal Creation
Savings & Cash Flow
Insurance & Risk Management
Investments
Tax Planning
Employee Benefit Optimization
Education Planning
Estate Planning
Goal Creation
Savings & Cash Flow
Debt & Student Loan Management
Investments
Tax Planning
Insurance & Risk Management
Employee Benefit Optimization
Education Planning
Estate Planning
HOW CAN WE HELP YOU

YOUNG PROFESSIONAL

HOUSEHOLD INCOME: $95,000
AGE: 27

PLANNING AREAS:

  1. Putting together a personalized budget
  2. Saving for a down payment on a home
  3. Paying down student loan debt

GROWING FAMILY

HOUSEHOLD INCOME: $300,000
AGE: 35

PLANNING AREAS:

  1. Saving for future college tuition costs
  2. Planning for a potential loss of income
  3. Reducing their annual tax bill

MID CAREER PROFESSIONALS

HOUSEHOLD INCOME: $450,000
AGE: 45 & 43

PLANNING AREAS:

  1. Maximizing savings on college costs
  2. Reducing taxes from their investments
  3. Optimizing their investment portfolio

8 TIPS FOR GROWING & PROTECTING WEALTH AS A YOUNG PROFESSIONAL