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
