Personal Financial Tools
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 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.
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.
On the Go? Download Our Mobile App!
With Fi Plan Partners’ Mobile App, your Account View is conveniently available on smart devices.
Features of our free financial mobile app:
- View your account
- Receive important investment and market updates
- Use calculators
- Watch videos
- Make appointments and more
Schedule your appointment today.
Meet with us and begin planning your richer, fuller life. Let’s get started.