Our Process

Business Consulting


We actively assist our clients — individuals and businesses alike — with the management and growth of their wealth that is not invested in the markets. This service distinguishes our firm from others and has been one of our core competencies since our founding. Incorporating and planning for non-market assets allows us to carefully and strategically manage all aspects of our clients’ wealth.

Consulting Services for Businesses

Using our Financial Planning and Business Consulting insight, we assist our clients in analyzing the following:

  • Strategic planning for purchase, sale, or streamlining of business
  • The transition of business within families
  • Analysis of investment banking transactions
  • Commercial loan financing, conventional & SBA
  • Commercial loan and investment policy reviews for banks and credit unions

Consulting Services for Individuals

  • Purchase and sale analysis of residential property, timberland, vacation property
  • Purchase and sale analysis of income-producing commercial properties for individual ownership
  • Evaluation of debt placement with financial institutions

Team Members

Greg Powell

Greg Powell


President/CEO

CIMA®

Work Phone: 205-989-3498

gpowell@fiplanpartners.com

Ashley Page

Ashley Page


Senior Vice President

JD, MBA

Work Phone: 205-989-3498

apage@fiplanpartners.com

Max Taylor


Senior Vice President

CPA

Work Phone: 205-989-3498

mtaylor@fiplanpartners.com


broker-check https://brokercheck.finra.org/

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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Schedule an appointment today!


Meet with us and begin planning your Better, Richer, Fuller® life.

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