Financial Independence Annual Update©


The Financial Independence Annual Update is an annual meeting to review the progress toward your goals, update your Financial Independence Plan®, answer questions, review investments, allocations, review taxes and performance, discuss additions and withdrawals, follow-up on open action items and to discern if any other adjustments need to be made.
While we firmly believe phone calls are great for brief updates, an annual meeting is also a good time to gather and organize your investment, insurance and tax documents.  We use the Financial Independence Annual Update© to continue to help you make smart choices with your money to reach your goals.   


We can meet you at convenient locations including our offices in Lafayette Hill and Lansdale.    

       
 

“The Road Map”©Bill Bachrach and Associates

 

"The FIP Experience -- we free you up to enjoy the things that are important to you.  It's not just the products, it's the process."

 

  © 2010 Financial Independence Planning,LLC