Our Process

Financial Planning


At Fi Plan Partners, our clients enjoy our financial planning experience because of the communication and the dialogue we have with them. They appreciate our deep awareness of their priorities and goals and our commitment to helping them achieve their objectives.

It’s not about numbers.
It’s about trust.

When you work with us, our thought-provoking questions open up all kinds of possibilities and strategies to help you plan for, prepare for, and achieve dreams you never thought possible.

Financial Planning Services

  • Estate Planning / Wealth Transfer
  • Goal / Major Purchase Planning
  • Coordination with existing corporate attorney, estate attorney, or CPA
  • Education Planning
  • Divorce Financial Analysis / Planning
  • Special Needs Planning
  • Mortgage / Debt Assistance
  • Financing Options
  • Personal Financial Tools
  • Goal Planning
  • Retirement Planning
  • Net Worth
  • Cashflow
  • Risk Assessment
  • Portfolio Analysis
  • Dependent Planning / Eldercare Benefits
  • Insurance Services

Team Members

Jason Hatley

Jason Hatley


Senior Vice President

CFP®, CPA, PFS

Work Phone: 205-989-3498

jhatley@fiplanpartners.com

Mark Hume

Mark Hume


Senior Vice President

CFP®

Work Phone: 205-989-3498

mhume@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.

Learn More

Schedule an appointment today!


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

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