Financial Independence Quarterly Checkup©

The objective of the Quarterly Check-Up is to give you confidence that you are on track towards your goals.

What do we do during the Quarterly Check-Up?

It is the contact to review progress towards your goals, update records for new information, answer any financial questions, review investment allocation, taxes, performance, discuss additions and withdrawals, follow-up on open action steps and make any other necessary adjustments.

We do not leave it to you to trigger a call to us. While this may occasionally happen, just because “life happens”, we believe that planning ahead is a better option to ensure you maintain clarity in your financial planning.

Caption: Jamie, our friendly marketing coordinator and scheduler may be one of our service-oriented staff who will be scheduling the Quarterly Check-Up calls

"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."

To ensure that we gauge how well your plan is aligned to your current needs, we initiate a Quarterly Check-Up so that we can plan for contingencies or anticipated changes. For instance, if you are expecting your daughter to get married and have some celebratory expenses, we can help you analyze which assets you might consider to use. Or, in these times of business mergers and acquisitions, your company may be in discussions for purchasing another firm or conversely, is being purchased. Then we would discuss whether or when you might consider exercising your stock options and what you would do with your lump sum or annuity if you anticipate retiring from the company during this acquisition period.

We love to hear from our clients, which we do regularly when they send us postcards from all over the world.

Similarly, we promise that you will hear regularly from us.

Why?

Aquarterly contact can make sure we are aware of your work or life changes and update your plan accordingly.

In order for you to enjoy life, our job is to make sure your FIP Experience allows you to have confidence that your financial plan stays on track -- we do this through our Quarterly Check-Ups!

As healthcare advances and life expectancy increases, you can expect to live almost a quarter of your life in retirement! This means you should not leave one of your most important areas of your life to chance and a rare, occasional tune-up. Your Financial Independence Plan is designed to help you enjoy the fruits of your labor, and in order to make sure that your plan is on track, like any good coach we measure how your plan is doing on a regular basis with the FIP Quarterly Check-up.

We believe your plan must be updated for life’s changes to stay relevant to your needs. The journey to Financial Independence should be approached with confidence and capability. The FIP experience means our highly-trained, senior staff are trained, licensed and experienced to help you navigate your life changes.