Planning With A Purpose

In this pandemic, with all the economic situations going on, it’s important to know where you are with your money and to know that you are on track to meet your dreams and goals.

Here are a few important things to consider when thinking about your Financial Blueprint:

    • First ask, “Why is money important to me?” 
    • Set financial goals based on your “why”
    • Assess your current financial situation
    • Track spending by using budgeting
    • Save as much as you possibly can
    • Invest wisely to let your money and savings work for you while mitigating risks
    • Fine-tune and optimize your plan by ensuring you focus on the details of the following:
        • Cash flow management
        • Risk management
        • Investment planning
        • Tax planning
        • Retirement planning
        • Estate planning

Building Your Financial House® is an important part of having a strong foundation. This is a great time to take action to make sure you are on the right path to living a Better, Richer, Fuller™ life. Watch the video to learn more! 


Greg Powell, CIMA®
President and CEO
Wealth Consultant
Email Greg Powell here

Jay McGowan, CFP®, CPA, PFS
Senior Vice President
Director of Financial Planning
Email Jay McGowan Here

Yvette Maddox
Financial Planning Coordinator
Email Jason Hatley here

Fi Plan Partners is an independent investment firm in Birmingham, AL, serving clients across the nation through financial planning, wealth management and business consulting. Fi Plan Partners creates strategies in the best interest of their clients using both fee based investing and transactional investing.

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