Our Process

Client Relations

When we say we’re high-touch, we mean it. At Fi Plan Partners, our team approach means you’ll get to know the members of our firm and have access to them, their insight, their guidance, and their support whenever you need it.

Relationships aren’t just important. They are everything.

Truth is, when you work with us, you’re trusting us with your financial life and the future of your family. And because we truly value and respect the trust you have placed in us, we view our working relationship as a deep privilege and honor, one deserving the highest degree of professionalism. We don’t just want to meet your expectations. We want to exceed them every day. And you will see our passion and commitment to these ideals in each and every one of our team members, every single day.


Client Login

Team Members

Felicia Ludlum

Director of Business Integration

Work Phone: 205-989-3498

[email protected]

Adam Vansant

Senior Vice President of Operations & Advisory Services


Work Phone: 205-989-3498

[email protected]

Renee Frank

Corporate Office Manager

Work Phone: 205-989-3498

[email protected]

Sonja McGittigan

Operations Specialist

Work Phone: 205-989-3498

[email protected]

Makenzie Fleming

Financial Planning Coordinator

Work Phone: 205-989-3498

[email protected]

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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