The Vivify Blog

We ❤️ a good financial advisor. Claire WAS one. And when I was contemplating my next professional step five years ago, I asked my friend Claire (yes, same Claire) about her process of becoming a financial advisor because it interested me. We both appreciate the stability, value, and trust financial advisors provide, AND we’re secure enough to admit we find stuff like compound interest and building a budget cool and interesting. Clearly, we chose another path and leaned into t

We’ve been getting more questions about our pricing model lately, especially from our financial advisor partners, so I’m going to do something some might call crazy… talk about our current pricing transparently!

Last year was the headline year. The One Big Beautiful Bill Act passed, and everyone (us included) spent months talking about it. OBBBA brought changes to our tax work with clients; namely, more clients are itemizing. The SALT cap jumped from $10,000 to $40,000, so mortgage interest, state and local taxes, and charitable giving now add up to more than the standard deduction for a lot of households that used to skip past itemizing entirely. That means the paperwork matters mor