Taylor Venanzi, CFP® Activate Wealth

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About Taylor Venanzi, CFP®

Activate Wealth delivers comprehensive financial 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:

1. Save Time
2. Simplify Complex Situations
3. Grow their Wealth

What you get when you work with Activate Wealth:

TIME
One of the biggest assets we covet as young professionals is TIME. When you work with Activate Wealth, you’re getting just that. Allow us to manage your financial checklist. Stop spending your time worrying about your finances and get busy living!

A PLAN
After all, this is financial PLANNING. We will work together to create a goal and action-oriented financial plan. This plan will allow us to hold each other accountable over time and is designed to evolve as you evolve. Your goals of today are not your goals of tomorrow. Activate Wealth is excited to help you navigate the inevitable changes you have ahead of you!

ACCOUNTABILITY
When you hire Activate Wealth, you are hiring an accountability partner. As you know, it is easy to lose sight of your goals from time to time. We will work diligently to establish your goals and hold you to them over time. Think of us as your personal trainer… but for your money!

AN ADVOCATE
As a fee-only financial planning firm, our interests are directly aligned with yours. It is our job and requirement to do what is in YOUR best interest. We will steer you away from poor financial decisions and help you consider things that you hadn’t before.

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Ideal Clients

  • Coronavirus Relief
  • Couples
  • Dual Income Family
  • Gen Y/Millennials
  • Parents

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $200+/mo
  • Flat Fee: $1,500+/engagement
  • Hourly Fee: $250+/hr
  • AUM: 0.00%

SEC Records

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