As I sit down to write this, I’m filled with a deep sense of pride and gratitude, reflecting on the 30-year journey of Financial Independence Planning (FIP). What began as a simple vision—helping people achieve financial freedom—has grown into a vibrant, thriving community that feels more like family than business.
Cherishing Our Team’s Legacy
This month is especially meaningful for me, as we celebrate not just our milestone anniversary, but also the retirements of two cherished colleagues—our third and fourth retirements this year. Over the past five years, nine advisors and employees have retired, each after dedicating more than 25 years to FIP. Their commitment and loyalty have shaped the culture and spirit of our firm, and I feel honored to have worked alongside them.
One of my greatest personal joys has been watching my son, Jared Keller, CFP®️ President & Senior Financial Advisor, carve his own path at FIP. From starting as an intern to serving as President and a Senior Financial Advisor, Jared’s journey has been nothing short of inspiring. Over his 16 years here, he’s earned every step, leading our advisor team with passion and integrity, and it fills me with pride to see him guiding FIP’s future.
Building a Culture of Growth—Together
Jared and I have always believed in learning from the best, which is why we’ve sought out top industry coaches to help us grow—both as a business and as individuals. These experiences have taught us the importance of:
- Constantly improving our client experience
- Streamlining operations
- Creating clear career paths and training for our team
Today, our 25-person team—including seven advisors—works together toward shared goals, meeting weekly and supporting each other every step of the way.
Thanks to our Marketing team, our calendar is packed with fun and educational events that bring us closer to our clients and each other. Our website, LinkedIn, and Facebook pages are alive with photos and stories from these gatherings, and every time I see those smiles, I’m reminded why we do what we do.
Our client services team handles more than 2,000 meetings and thousands of service requests each year, always with care and dedication. Our advisors work closely with over 900 clients, helping them “Worry Less and Enjoy Life More”—a motto that truly resonates with me.
Heartfelt Thanks
None of this would be possible without the dedication of our administrative team, advisory board, board emeritus, and, most importantly, our clients. Your trust, loyalty, and referrals have been the foundation of our growth, and I am deeply grateful for every relationship we’ve built together.
As I look ahead, I am confident that FIP is in caring, capable hands. I’m excited for the next chapter and look forward to many more years of growth, learning, and shared success with all of you.
Thank you for being such an important part of the FIP story.
