Personal Financial Tools

At Fi Plan Partners, we provide the tools and resources you need to keep your finances up to date and at your finger tips. These videos can help you get started. If you need help, please call our office at (205) 989-3498

What's in a number?

Your personal financial website.  Keep all of your financial information in one place.
Track spending, create budgets, upload documents into your online safety deposit box – the vault.


Finances at your Fingertips - Mobile Access to Your Financial Website

Once you’ve set up your site, it can be accessed via your mobile device. 

Asset Allocation

Understanding your risk profile and how your portfolio is defined is an important part of your financial blueprint. Learn more here and in our weekly vlog which can be found in the market news section of this site.


On the Go? Get Our Mobile App!

Step 1: Go to

Step 2: At the bottom of your iPhone/tablet screen you will see an icon that is a square with an arrow pointing out of the top, click this icon.

Step 3: Scroll right on the bottom row of options until you see an “Add to Home Screen” button, click this.

Step 4: Clicking this will take you to a screen where you can edit the name of the app icon (“Fi Plan Partners”), then click “Add” at the top right.

Step 5: App has now been added your phone/tablet.

Download Instructions Here

Whether it is in person, by phone, online, or on the go, we want you to have access to us and your financial information.  It is part of our “High Tech, High Touch” commitment to you.

***If you have an Android or Desktop you can simply add the website as an app icon by clicking the menu bar on the browser and selecting “Add to Home Screen”***

Schedule your appointment today.

Meet with us and begin planning your richer, fuller life. Let’s get started.