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

Renee Frank


Corporate Office Manager

Work Phone: 205-989-3498

rfrank@fiplanpartners.com

Felicia Ludlum


Director of Business Integration

Work Phone: 205-989-3498

fludlum@fiplanpartners.com

Stephanie Grindle


Senior Vice President Operations

MBA

Work Phone: 205-989-3498

sgrindle@fiplanpartners.com

Sonja McGittigan


Operations Specialist

Work Phone: 205-989-3498

smcgittigan@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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