Fi3 offers our clients a comprehensive suite of financial planning services.
Proactive Planning
Financial planning and investment management doesn’t begin and end. It’s ongoing. Our process involves constant conversation, deep analysis, proactive recommendations and efficient implementation.
We are a multi-family office with CPAs and CERTIFIED FINANCIAL PLANNER™ practitioners who understand the language of business and recognize family dynamics. That’s why we offer an integrated approach to wealth planning, investment consulting and leadership for a comprehensive approach to achieving your goals.
Designed to Serve You
Wherever you are on life’s journey, Fi3 has a solution for you.
Financial Planning
Our clients lean on us to help plan for their future. We offer complete planning services from balance sheet tracking, cash flow/income planning, insurance risk management, income tax planning, college planning and health insurance/benefits planning.
Investment Management
We oversee our clients' investments to ensure they enjoy the maximum benefit. We offer consolidated reporting, global asset allocation, tax loss harvesting, active and passive strategies, private market ideas and rebalancing overlay.
Estate and Legacy
Planning for the future also means planning ways to help the next generation. Fi3 prides itself on assisting families to strategize on charitable planning, estate planning, estate and trust flow charts, education funds, family mission/values and wealth transfer strategies.
Designed for Collaboration
Fi3 is the final piece of your puzzle. Our team can help you build from scratch or work with your existing team of professionals, enabling and ensuring efficient discussions, implementation and cohesiveness across your financial life.
Designed for Impact
We build structured, consistent portfolios centered on your unique objectives and considerations.
Our approach is results-based.
Fi3 leverages Frontier Engineer™ to ensure our clients enjoy best-in-the-business investment practices, from enhancing performance, driving our integrated asset allocation approach, delivering robust scenario analysis and allowing tailored investment strategies to fit objectives.
Our approach is strategic and tactical.
As markets and your goals evolve, so should your asset allocation strategy.
Our integrated approach to asset allocation leads to portfolios built for the long term with consideration for short-term market trends.
A strategic approach leads to a change when objectives change. A tactical approach leads to a change when assumptions change.
At Fi3, we use an integrated approach, combining elements for effective construction and ongoing portfolio alignment.
Avoid the Wealth Waterfall
Wealthy families occasionally seek manager diversification by employing multiple portfolios with multiple advisors from multiple firms. This fractional approach to decision-making and oversight can:
● Breed competition instead of coordination.
● Not enjoy benefits from “economies of scale” pricing.
● Increase expected risk.
● Face more significant difficulty harvesting tax losses.
With Fi3, you can enjoy all your financial planning and investment management services under one umbrella, leading to greater coordination, data tracking and benefits for you.