101 Metro Drive
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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.
We start by understanding the goals of our clients. Then we create and implement a comprehensive financial plan that is unique to them.
We add more equities in strong markets and become more defensive in weak markets.
Yes. Elaine Manley, Scott Manley and Linda Tjiputra are Fiduciaries. We are ethically bound to act in our client's best interest.
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.
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.
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.
Save the Dates for Upcoming Events in 2020!
We're ready for a fun and educational year ahead in 2020! Save the dates for events all year.
Check in with your advisor with your interest and watch your email for specifics!
The Essential Features of an Estate Plan Seminar on May 13th
Join us for a seminar on the essentials of an estate plan, including a living trust and keeping your plan updated. We'll discuss the impact of the SECURE Act as well as stock options and other unique situations common in Silicon Valley with special guest speaker Estate Attorney E.J. Hung.
The January 2020 edition of the Enjoying The Journey Newsletter is Here! In this edition of our newsletter you will learn about:
If there is anything we can do to help you, please call at 408-963-2858, or your advisor Elaine, Scott or Linda, or anyone on the Financial Journey team directly.
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.
Download our Retirement Plan Contribution Chart and contact your advisor to discuss.
What factors are contributing to the recent stock market rally at the end of 2019? Could it be increasing earnings of US companies, growth in the US GDP, political factors or actions by the Federal Reserve?
Our latest blog post takes a look at these factors to see which ones may be contributing to the rally.
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.
Contact us 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.
Thank you to all that joined us for a fun night at the Clos LaChance Winery in San Martin, for our Client Appreciation Party!
We hope you enjoyed yourselves as much as we did! Our professional photos are now available!
We really enjoy being your partner on your financial journey.
On January 30 we delivered our Financial Journey Partners Client Portal training at our office in San Jose.
Thanks to our clients that took their knowledge to a new level.
Be sure to contact us with your questions at any time and follow our eMoney Best Practice Tips each month on our Client Portal page.
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.
Depending upon your place in your journey, our work together may entail guiding you through some or all of the following experiences.
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.
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.
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.
Founder and Financial Advisor
Client Services Associate
Marketing Events Manager
Financial Planning Analyst
Client Services & Marketing