Financial Independence Plan®

The objective of having an FIP Plan is to give you confidence that you are making the right choices to reach your goals.  The FIP Plan is an active illustration using current financial tools and the FIP planners’ experience that maps out what has to happen to bridge the gap from where you are to where you want to be in each of the areas of cash reserves, investments, debt and insurances. 

The FIP Plan includes the FIP Recommendations of steps you need to take to achieve

your goals.  Also, you can hire the FIP Planner to implement your FIP Recommendations.  This includes completing the research, paperwork and the follow-up on the various investments, insurance and tax strategies.  Part of your FIP Experience is that the Financial Planner does not wait for you to call him/her.  Instead, he/she will monitor and update your FIP Plan on a regular schedule so that you know your financial future is in capable hands and you can approach your future with confidence.

Sometimes this plan may represent only minor adjustments to what you already have and other times it may mean a radical change, especially if you have experienced life-changing events.  (E.g. a major job change).  We are thorough and are prepared to do a detailed job, including working through bags of jumbled tax documents, stock certificates, savings bonds and other accumulated paperwork.  Don’t worry if you have never organized your paperwork, we are experienced in organizing it for you.  On the other hand, if you are already organized, or have a plan, we believe it is a good idea to dust off your plan, re-evaluate your needs and determine if your plan needs to be adjusted accordingly.

  © 2010 Financial Independence Planning,LLC