|Financial Advice and Investment Management|
|Financially Healthy is a Registered Investment Advisor firm working to improve clients' financial health. The firm was founded by Alicia Ivancovich, a fee-only Certified Financial Planner.
The firm's clients are primarily families and individuals who have received a lump sum of money, such as from an inheritance, sale, or retirement plan. The firm covers all areas of personal finances, including:
*Cash flow analysis
The firm's client process includes:
*Identify and evaluate clients' financial strengths, weaknesses, goals, and priorities.
*Create and implement with clients a To Do list of recommended actions to improve clients' financial health.
*Meet regularly with clients to help them make good financial decisions and stay on track for their financial goals.
*Set up, monitor and adjust clients' investments.
|1999 Harrison Street, Suite 1800|
|Fax: (877) 625-2214|