Welcome to the Power of Intentionality
Answer Big Money Questions...
Am I saving enough? Is our retirement ok? What if we have an emergency? How will I afford college? What happens if I get divorced? Everyone has big money questions. Fintent takes the unknown out by giving you knowledge and shifting your mindset to answer your money questions with confidence.
Personal finance isn’t all or nothing – you don’t need to learn it all to make a difference in your financial situation. Fintent helps you understand what makes the most sense for you and your situation, one bite at a time, with practical and actionable steps.
About
Us
Our Story
Fintent was created by Annelise, a mother of three children, who is no stranger to therapy visits. One day, while speaking with a therapist, Annelise realized the reason why most personal financial education falls short is because the psychological affects associated with money are not addressed.
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Fintent’s educational content was created with the same psychological and behavioral theories and practices used by educational therapists and psychotherapists. Utilizing a multidisciplinary approach, Fintent designed a comprehensive educational framework that fuses neuroscience, evidenced-based learning techniques, and psychology to produce personal financial content that helps you transform your mindset and make confident money decisions.
Our Mission
Education is at the heart of every offering at Fintent. Confident decision-making begins with a solid understanding of personal finance. We take you through the basics, in easily digestible ways, and move into more advanced concepts when the time is right. You don’t need to know everything to be successful - learn as little or as much as is right for you.
Fintent is straightforward and upfront. We don't hide any hidden sales pitches in our classes and our investment management services. We use a gentle and encouraging approach to help you uncover the money behaviors and habits preventing you from being successful in your financial journey. Fintent simplifies personal finance and investing so you can finally make your financial intentions a reality.
Our Vision
Fintent's vision is to transform the definition of personal financial success from a single-factor metric to a holistic perspective.
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With an education-focused investing framework, Fintent believes knowledge, mindset, and intentional action are the pillars to building lasting wealth. We create a financial educational and investment management platform that encourages our community to invest in their whole selves.
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At Fintent, we measure the financial success of the community we serve through the lens of three return components: the fostering of human capital growth, the generation of sustainable financial returns, and the creation of impactful investment opportunities. We believe personal financial success goes beyond a number on your statement. Only you can decide what it means to feel financially "ok" for you and your family. Fintent gives you a framework for understanding and making the best decisions for your unique situation.
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Fintent Educate
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Evidence-based learning content available on an online, self-paced platform or in a live cohort format​​
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Every registered Fintent member is of a part of our private Fintent Learning Community
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Exclusive resources and content available to Fintent members
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Special Topic Live Classes on Education Financial Planning, Couples Finance, Women and Money, and Physician Financial Planning
Live Cohort Class
Money, Mindset, and Investment Management
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A six-week live cohort class that introduces a holistc approach to financial planning that focus on knowledge and positive engagement
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The goal of the course is to channel positive behavioral changes in money management and mindset
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Every week, the instructor has a concrete set of action items to help you transform your money mindset, gain financial knowledge, and redirect money behavior
Self-paced Online Class
M.O.N.E.Y. B.A.S.I.C.
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A self-paced online curriculum that gives students the basic knowledge in budgeting, saving, and investing
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The course begins with mindset reset exercises and helpful tips on organizing your personal finances
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Chuck-sized learning modules turning knowledge into action
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Learn at your own space and your own pace. The course is available to you for 180-days!
Getting a handle on your financial situation is about starting where you are, right now, and crystalizing habits that carry you into the future. It's never too late to start, and no amount of money is too little. Fintent shows you how mindset and habit matter most.
Fintent follows the principles of evidence-based learning, which means our courses teach material in bite-sized chunks using real-world applications and a tangible action plan you can begin immediately.
Nerdy? Yes! Boring? Never!
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Learning That Sticks!
Fintent Invest
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Fee-based education-focused investment management program
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Fintent isn't tied to a firm or a bank, which means we work exclusively for our clients
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Fintent Invest prioritizes the needs of our clients. We don't sell or receive commission from any investment products we recommend
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Fintent help our clients transform their human capital potential through mindful intention and sustaniable financial planning
Whole Self Education-focused Investment Management Program
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Investment management fee includes an initial onboarding meeting to discuss your financial needs, goals, and mindset and to create your values-based budget
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As an investment management client, you will also have two one-on-one sessions (annually) to discuss your financial and investment plan, work on your money mindset, fine-tune your values-based budget, and explore any money topics you want to learn more about.
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As a perk, all investment management clients have free and unlimited access to Fintent Educate courses and be a part of the Fintent Community
Physician Financial Planning and Wealth Management Program
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Physicians have a unique set of human capital and financial capital needs. As a spouse to a Gastroenterologist, Annelise understands the specific wealth management requirements for physician families because we are one of you!
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Fintent takes on a holistic approach in assessing, planning, and managing all aspects of a physician's wealth cycle from a human, financial, and physical capital perspective.
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We understand physician burnout! Fintent specializes in helping physician families transform their human capital potential through mindful financial planning in the event of "Plan B".
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Be a part of the private Fintent Physician Community designed for our Physican Wealth Management clients.
Education-focused Investing
Invest your whole self!
Fintent's investing framework emphasized educating our clients alongside managing their investments. You are more than a number on your bank account and your investment portfolio should reflect that. Fintent believes your "whole self" investment portfolio should include human, financial, and physical assets. Let Fintent be your guide!
Your Values > Your Dollars
A well-founded personal financial plan should focus on creating long-term personal wealth as much as building sustainable financial health. Get the best returns when you invest your "why" before investing your money. Fintent helps you discover your values and the straightforward investing strategies that align. Get started today.
Fintent Consult
Consult with an Industry Expert
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Annelise has over two decades of experience in economic research and analysis, consulting, and investment management in both public and private sectors
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As an industry veteran, Annelise has worked with private clients in portfolio analysis and management, served as institutional trustee and relationship manager on complex structured investment products, and provided investment management service for not-for-profit organizations
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For more than a decade, Annelise has invested in real estate as a private investor and as an investor in private equity partnerships that invest in the development and management of commercial real estate in the US
Due Diligence Consultation Service
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Contract-based investment consulting service provides due diligence consultation for clients who are seeking research-based analysis on private placement opportunities in real estate and structured financial products.
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Our values-based investing approach helps our clients to understand the values that drive their financial goals. For clients who actively participate in impact investments, Fintent provides planning, research, and analytical support to ensure the projects that our clients are invested in provide returns that are both financially and impactfully beneficial.
Portfolio Review and Consultation
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As a privately owned company, Fintent believes objectivity is key to investment planning, research, and analysis. Fintent isn’t tied to a firm or bank, which means we work exclusively for our clients.
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Our portfolio review process goes beyond looking at numbers. We spend time getting to know our clients to ensure their current portfolios are aligned with their values, goals, and risk levels.
About
Annelise Li, CFA
Founder/CEO
Annelise is a CFA® charterholder, a mother of three elementary and middle school children, and an aspiring golfer. She brings over two decades of expertise in investment management, economics research, and financial analysis. She has worked in both public and private banking institutions such as the Federal Reserved Board of Governors, Bank of America, and Citizens Business Bank.
In the last seven years, Annelise has been an investor with private equity partnerships that focus on commercial real estate investments in the Southern and Southeastern regions of the U.S. while creating Fintent.
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As an active member in her school community, Annelise has served as President and Treasurer at various school-based organizations, local school district parcel tax oversight committee member, and as a volunteer with local Head Start programs.
Want to learn more about Fintent? Reach out to us!
Our Address
9415 Culver Blvd
#356
Culver City, CA 90232
Our Phone No.
(818) 999-1234