• "A sound financial planning process should free up your time from worrying about money to enjoying all the things in life that are important to you."

    Latest News from FIP!

    FIP commemorates the purchase of the 1495 Alan Wood Road office building in Conshohocken with a ribbon-cutting ceremony.
    Team Image
     Financial Independence Planning Team, 2016
      Please scroll down for FIP Educational Events and FIP office locations.
  • Welcome to Financial Independence Planning, LLC™

    Financial Independence Planning, FIP, is one of the premier financial planning firms in the tri-state area. We earn the trust and respect of our clients and peers by consistently delivering high quality, reliable, and accurate financial planning and wealth management advice and service. To read more about our vision, mission and unique process, click here.

  • Educational Events Schedule 2017

    Registration opens one month before the event.

    Educational Events

    This annual seminar always garners high interest and attendance.

    Early registration at the three dates offered is highly encouraged.

    January 16 – William Penn Inn

    January 17 – Springfield Country Club

    January 26 - Rivercrest Golf Club & Preserve

    Click here to register

    Wills and Trusts

    April 17 – William Penn Inn, Lansdale, PA

    April 20 – Springfield Country Club, Delaware County, PA

    April 27 - Rivercrest Golf Club & Preserve

    Click here to register

    Cybersecurity, Technology and You

    June 05 - William Penn Inn

    June 07 - Springfield Country Club, Delaware County, PA

    June 08 - Rivercrest Golf Club & Preserve, Collegeville/Phoenixville, PA

    Click here to register

    Health and Medicare Update

    September 18 – William Penn Inn

    September 20 – Rivercrest Golf Club & Preserve, Collegeville/Phoenixville, PA

    September 21 -- Springfield Country Club Delaware County, PA

    Click here to register

    Social Security and Tax Planning

    November 13 – William Penn Inn, Lansdale, PA

    November 15 – Rivercrest Golf Club & Preserve, Collegeville/Phoenixville, PA

    November 16 -- Springfield Country Club, Delaware County, PA

    Click here to register