The Lifestyle Room – Your Financial House® Series

Dreams and Goals

At Fi Plan Partners, we like to emphasize the fact that you can talk about market returns on your money all day long, but in reality, you need a Financial Blueprint in place to know where you are and where you want to be. A Financial Blueprint can help within the process of achieving your dreams and goals. A key piece in the Financial Blueprint and Your Financial House® process is the Lifestyle Room.

Not a Budget

Your Financial Blueprint is not budget. It’s put in place to help you comfortably and confidently live your life. The ideal scenario is to keep the lifestyle that you currently have or help it be even better. Everyone has a utility bill, everyone had to put gas in their car and food on the table. At the same time, though, everyone defines their lifestyle with an expense on how they reward themselves. As life evolves, we want to make sure that you’re on track and nothing disturbs your peace of mind.

The Details

We believe so strongly in our Your Financial House® process and feel that everyone should have a Financial Blueprint. It’s one thing to talk about your budget and your finances but at Fi Plan Partners, we analyze everything in your life. Our process highlights all the necessary details and shows you how it all ties into your lifestyle, your vision, and your dream to have a Better, Richer, Fuller life.

 

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