Fi Plan Partners

Discover insights about the trends moving today’s markets

Featured Insights

May 11, 2022

Year-End Deadlines

 In this week’s episode, you will hear from our President, Greg Powell, Stephanie Grindle, Senior Vice President of Operations, and our newest team member, Sonja McGittigan, Operations Specialist. Stephanie...

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May 11, 2022

When to Avoid Making Financial Decisions

 In this week’s episode, you will hear from our President, Greg Powell, Stephanie Grindle, Senior Vice President of Operations, and our newest team member, Sonja McGittigan, Operations Specialist. Stephanie...

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May 11, 2022

Wills and Beneficiaries

 In this week’s episode, you will hear from our President, Greg Powell, Stephanie Grindle, Senior Vice President of Operations, and our newest team member, Sonja McGittigan, Operations Specialist. Stephanie...

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Don't Leave Your Future to Chance


People spend countless hours planning everything from careers, to weddings, to vacations. Yet far too many people neglect to plan for their financial future. And many of these same people fail to achieve financial goals and live the life they want.

At Fi Plan Partners, we believe nothing is more critical than planning for your financial well-being. Because only through careful planning — and embracing and adhering to your plan — can you build and live a Better, Richer, Fuller® life.

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Every Monday & Thursday, our video blog gives you everything you need to know about the trends moving today’s markets with concise analysis.