The Financial Independence Planning Process
We help our clients worry less and enjoy life more by instilling confidence through a comprehensive, lifelong financial plan. Our unique, 8-step process delivers an unparalleled level of customized service allowing our clients to experience a more fulfilling life.
Financial Independence Referral©
FIP is a close-knit community, growing through trusted relationships and referrals- built on connection and word-of-mouth.
Financial Independence INFO Meeting©
Get to know FIP’s process and how we help clients stay on track to their long-term goals while we learn your goals for the future.
Financial Roadmap©
Meeting with you to create a financial roadmap- defining your values, goals, finances, and key info to build a plan that brings confidence for the future.
Financial Independence Plan©
Your custom MyFIP plan shows your income, assets, expenses, goals, and projects to age 90+ with expert recommendations using top financial software.
Financial Independence Alignment Review©
Make sure your assets are positioned to stay on track to meet your goals. Access online performance reports and update your Financial Independence Plan®.
Financial Independence Regular Check-Up©
Regular check-ups help us build stronger relationships and keep your plan and goals aligned for your financial success.
Financial Independence Annual Update©
Our Annual Update is the same as your regular check-up plus a deeper dive into tax planning and other key strategies to keep your finances on track.
Financial Educational & Fun Events©
We create a unique client experience with fun, engaging, and educational events throughout the year to connect and grow together.
