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We believe every journey needs a plan. 

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We want to be your partner on your financial journey!

We are a team of three experienced advisors, with five additional team members dedicated to providing the best experience we can for our clients.  We have chosen a more independent route, not part of a bank, mutual fund or insurance company, so we can put the needs of our clients first.

We believe in providing comprehensive financial planning for our clients, using software from eMoney Advisor, who we believe is a leader in the industry.  Clients have a portal with single sign on where they can see in one place their bank balances, investment accounts, monthly statements, financial planning and much more.  Our goal is to use the great technology in the industry to provide the best experience we can for our clients. 

Start your journey with us today.  Use this link to "Start Your Journey", or with the button above.  You can also use this link to complete a Risk Free Analysis  to help us work with you to design a portfolio based on your needs.


How do we help our clients?

We start by understanding the goals of our clients.  Then we create and implement a comprehensive financial plan that is unique to them.

What is active management of investments?

We add more equities in strong markets and become more defensive in weak markets.

Are the advisors Fiduciaries?

Yes.  Elaine Manley, Scott Manley and Linda Tjiputra are Fiduciaries.  We are ethically bound to act in our client's best interest.

Who is an ideal client?

We partner long-term with higher income individuals and families accumulating assets as well as those at or near retirement, managing their investments based on their financial plan.

Why is our office design unique?

We provide an optimal experience based on client needs.  We have a Café, Living Room and offices designed for their comfort.  Explore our unique office design for yourself.

What do we expect from our clients?

We expect our clients to be engaged in the financial planning process and implement the agreed upon action items.  They work with us in a courteous and respectful way and we do the same with them.

Sign Up for Our Insights Newsletter

Sign Up for Our Insights Newsletter

See our prior editions of the Insight Newsletter and sign up to get information from a source you can trust.

In addition to getting the latest news, we will use our experience and research to give insights on why we think things are happening and what we see going on behind the scenes as well as discuss the trends that we see that could be driving the future.

We will also include timely and fun topics such as our future events, webinars and events in the San Francisco Bay Area. 

Learn More & Sign Up Today
2020 Mid-Year Review

2020 Mid-Year Review

In our mid-year review of the US stock market and economy. We will summarize the key points and assess where things stand today and important areas to watch for the remainder of the year.

We'll explore the S&P 500 by sector and the impact of the coronavirus, as well as the rescue of the Federal Reserve, shape of the recovery possibilities and the bull and bear perspectives.

Upon evaluation, there are many positive and negative factors to the current state of the US stock market and the economy.

There is nothing in history to compare to this pandemic, so it is difficult to extrapolate the past and current events into the future. Much of the activities of the next 6-12 months will depend on the containment of the virus.

See our recent blog
Early Retirement & Workforce Reduction Packages

Early Retirement & Workforce Reduction Packages

When you are offered a retirement package or been selected for workforce reduction, it is a time of great transition you may have hoped for or dreaded. What do you do next?  When offered EER or WFR, it can be a stressful time making such large decisions quickly.

We have created a free guide for people at the HP Network of companies you can download and we also offer a complimentary one-hour consultation. As former HP employees and experienced Financial Advisors, we have helped many clients transition.

We're here to help and appreciate you sharing this resource with others. 

Download Free Guide
COVID-19 Resources

COVID-19 Resources

With the coronavirus, the news is changing daily. We work hard to stay up to date on news to understand how this could affect the economy, the stock market, and present investment opportunities. 

Our COVID-19 Resources page can help you stay up to date with our curated references to government data and policies as well as our journal of emails chronicling our shared experience.

Explore
Sign Up for our eMoney Best Practice Tips

Sign Up for our eMoney Best Practice Tips

In our annual survey our clients told us they wanted to have more information on their personal Client Portal. We want you to master the portal too.

We will be sending eMoney Best Practice tips monthly to those interested. 

Sign up to join our eMoney tips email distribution list. 

Have questions now or need help getting access? Give Jennifer a call at 408-963-2884 and she can help you through it.

Sign up for our eMoney Tips
Time to Review Your Retirement Plan Contribution

Time to Review Your Retirement Plan Contribution

It's a new year! Did you know your retirement plan contribution limits are changing in 2020?

The IRS announced that the maximum contribution limits are rising in 2020 for some retirement accounts.

  • Traditional IRA annual maximum contribution limit stays at $6,000.
  • 401k annual maximum contribution limit increases from $19,000 to $19,500.
  • The Catch-up Provision for people 50 and over is $1,000 for IRAs and $6,500 for 401ks and other employer plans.
  • The annual income limits to be eligible to contribute pretax to a Traditional IRA and post-tax to a Roth IRA also changed.

Download our Retirement Plan Contribution Chart and contact your advisor to discuss.

Download Now
Enjoying the Journey Newsletter

Enjoying the Journey Newsletter

The April 2020 edition of the Enjoying The Journey Newsletter is here! In this edition of our newsletter you will learn about:

  • Stock Market Update
  • How to Stay Safe from the Coronavirus
  • IRS Rules Changes Due to the Coronavirus
  • The CARES Act Passes into Law
  • Completing the US Census
  • New Events Calendar

If there is anything we can do to help you, please call at 408-963-2858, or your advisor ElaineScott or Linda, or anyone on the Financial Journey team directly. 

Explore Newsletter

Our Services

At Financial Journey Partners, we see ourselves as your long term partner as you travel through each and every financial decision you make in your life, from college planning to retirement planning. Along the way, no experience is too small to be worthy of consideration, whether it is deciding to buy or lease a car or which job offer to accept.

We believe that each client is unique and should have a comprehensive financial plan that is customized to their journey. Our services are available for wherever you are in your journey.

Comprehensive Financial Planning

  • Financial Goal Setting
  • Goal Funding
  • Net Worth Review
  • Cash Flow Analysis
  • Retirement Planning
  • Life Planning
  • Large Purchase Consulting
  • Financial Beginnings
  • Education Planning

Risk Management & Insurance

  • Emergency Reserves
  • Risk Tolerance Analysis
  • Life Insurance Analysis
  • Life Insurance Policies
  • Survivor Planning
  • Long Term Care Planning & Insurance
  • Medicare Supplement Insurance
  • Employee Benefit Review


Active Management of Assets

  • Active Management of Assets
  • Retirement Accounts
  • Non-Retirement Accounts
  • Required Minimum Distribution Completion
  • Monthly Contributions and Distributions
  • Stock Options, Restricted Stock Units Analysis and Strategy
  • Income Generation

Estate & Tax Coordination

  • Coordination with Estate Planning Attorney to complete Power of Attorney, Trusts, Health Directive and more.

  •  Coordination with CPA for tax planning to diversify company stock and more.

  • Secure Vault to Share Documents

Financial Journey Partners Client Portal

Set up your own personalized website to view your investment accounts, access your brokerage statements and track your spending all on one site. Learn more about the exciting features and benefits we have available for our clients.

View Introduction Video

View Introduction Video

Clients of Financial Journey Partners have access to a personal financial website that allows them to manage their financial accounts, budgets and plans as well as utilize the secure vault to organize important documents and share with trusted partners.  

Learn more
View Security Video

View Security Video

Cyber security a top priority for Financial Journey Partners and that’s why we employ advanced security protocols on your personal financial website to safeguard your information and provide a reliable tool our clients can trust.

Learn more

Meet Our Team

Contact Us

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