Financial Independence INFO Meeting©

The Financial Independence INFO Meeting© is a short, complimentary informational (INFO) discussion of your goals and concerns and of the Financial Independence Planning (FIP) Process.  The objective of the INFO Meeting is to:

 

  1. Get answers to your general questions on retirement planning, investments, taxes and insurances;
  2. Learn the differences between investing and financial planning which is summarized in the table below;
  3. Experience the unique Financial Independence Planning (FIP) Process that we use to provide Clarity, Confidence and Capability to our clients; and
  4. Determine if the Financial Independence Planning Process can benefit you.

 

After the INFO Meeting, you may choose to schedule a complimentary Financial Road Map® Meeting with a Financial Independence Planner.  The Financial Road Map® meeting will help you clarify your values, goals and current financial position, and identify areas to improve your current plan.  Also, you will have an opportunity to experience a time-tested financial planning process that can help you and stay on track to your goals. 

 

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.

“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."

 

 © 2011 Financial Independence Planning,LLC