Jon Roberts and Aimee Barnes

 

 

At Fi Plan Partners, we provide the tools and resources you need to keep your finances up to date and at your finger tips. These videos can help you get started. If you need help, please call or email Aimee Barnes or Jon Roberts in our financial planning department. 

 

 

What’s in a number?

Your personal financial website.  Keep all of your financial information in one place.
Track spending, create budgets, upload documents into your online safety deposit box – the vault.

 

 

Finances at your Fingertips – Mobile Access to Your Financial Website

Once you’ve set up your site, it can be accessed via your mobile device. 

 

 

Asset Allocation

Understanding your risk profile and how your portfolio is defined is an important part of your financial blueprint. Learn more here and in our weekly vlog which can be found in the market news section of this site.