Financial Road Map®

At the FIP Road Map® consultation, which is about an hour, you and your life partner meet with us to clarify your values, goals and current financial position in order to identify ideas to improve your current plan.  At the FIP Road Map® consultation we help familiarize you with the FIP Planning process, the FIP team and our expertise which we consider the core part of the FIP Experience.  You will experience a methodical, relationship-driven process and not a single interview to just sell products. 

The FIP Experience meeting begins with a FIP Road Map® consultation where we help clarify whether you would benefit from a number of different choices:

·       Hiring an FIP Planner to develop your Financial Independence Plan

·       Implementing your FIP Recommendations

·       Monitoring your FIP Plan regularly

·       Updating your FIP Plan periodically

We recognize that today’s Baby Boomer generation are called the “sandwich generation” because they face a crushing set of responsibilities and may not be able to attend a seminar because of work, travel, responsibilities for caring for elderly relatives, and even taking care of grown children who may be returning home owing to economic necessity.  Therefore, we schedule one-on-one FIP Road Map® consultation at our offices, at a mutually convenient time.

As a client, to work with an FIP planner begins with a personal introduction or a seminar. 

“The Road Map”©Bill Bachrach and Associates

Contact Laraine Beckman at 610-825-5521 or Laraine@myFIPadvisor.com to schedule a complimentary Financial Independence INFO Meeting©.  You may also click here and enter your contact information and we will call you.

 © 2010 Financial Independence Planning,LLC