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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? 

HOW CAN WE HELP YOU

The Young Professional

Jackson was a driven young professional who had just been promoted at work. He had a promising career trajectory as an actuary and loved what he was doing for a living. Thinking it’s time to get serious about his finances, Jackson schedules an intro call with Activate Wealth.

The Growing Family

On the surface, the Harpers seemed to be doing very well for themselves. They had growing and successful careers, recently bought their first home, and had a healthy young family. If only it were that simple. With a young child at home and two demanding careers, life was starting to get extremely busy. Feeling increasingly overwhelmed with their finances, the Harpers needed some help.

The Mid Career Professionals

The Barnetts were at an interesting point in their lives. They were in the heart of their careers with kids approaching college. Their focus wasn’t retirement but they still wanted to know they were on track. They wanted to enjoy their life now with an eye towards the future. They had done a great job preparing to this point, but wanted to hire a professional to check in on their situation.

HOW CAN WE HELP YOU
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

8 TIPS FOR GROWING & PROTECTING WEALTH AS A YOUNG PROFESSIONAL