The Effortless Client Experience

In this week’s episode, you will hear from our President, Greg Powell, Stephanie Grindle, Senior Vice President of Operations, and our newest team member, Sonja McGittigan, Operations Specialist.

Stephanie and Sonja share a little about themselves, as well as how they contribute to making sure our clients have an effortless experience. #fiplanpartners #effortless


Greg Powell, CIMA®
President and CEO
Wealth Consultant
Email Greg Powell here

Stephanie Grindle, MBA
Senior Vice President
Email Stephanie Grindle here

Sonja McGittigan
Operations Specialist
Email Sonja McGittigan here


Fi Plan Partners is an independent investment firm in Birmingham, AL, serving clients across the nation through financial planning, wealth management and business consulting. Fi Plan Partners creates strategies in the best interest of their clients using both fee based investing and transactional investing.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

Economic forecasts set forth in this presentation may not develop as predicted.

No strategy can ensure success or protect against a loss.
Stock investing involves risk including potential loss of principal.

Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.

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