FJP Photo Contest - Time to VOTE!
We received over 300 submittals for the 2023 FJP Photo Contest 📸 Thank you for sharing your photos with us!
Look for your survey in your email and vote for your favorites in each of the three categories: Nature, Animals and Other, by September 25th!
Contact Arielle if you need any assistance in voting. Thank you to all who have shared your photos and stories of your adventures with us!
FJP Halloween Client Appreciation Event!
🎃 Join us in person for a not-so-spooky Client Appreciation Halloween Event! on Sunday, October 15th, from 4:00 PM to 7:00 PM
Enjoy the Journey with Us!:
- Wear a fun costume! (If you like, but not required)
- Participate in a Halloween costume contest!
- Winners announced for our 2023 FJP Photo Contest!
- Celebrate the FJP book release!
- DJ music, tacos, margaritas and more!
Schedule Some Fun!
🎃Come celebrate fall and the fun-filled spirit of Halloween at our Financial Journey Partners Conference Center.
WEBINAR REPLAY: Mid-Year Economic Update
Did you miss the August 3rd Mid-Year Economic Update?
Linda, Elaine and Scott hosted a webinar on August 3 to share our FJP mid-year economic update. The recording is provided for a few months for you to review and share with others.
Share this webinar replay with your friends and colleagues. It is a great way to introduce them to FJP too!
Come Join us on an FJP Adventure to Alaska!
We want to enjoy the journey with you in Alaska! Come join us on an FJP Adventure and what we call The Ultimate Alaska Adventure! Join 100 or more of FJP clients and their family and friends on our adventure to Alaska in July 2025!
It may seem a long way off but the time is NOW to let Arielle know you are interested!
Time to Enjoy Your Summer!
We love summertime, especially all of the amazing fresh fruit that is available this time of year. There is a great abundance of things to do in the summer, yet when we talk with many clients, they often are unsure of how to spend their time.
We’ve collected some options for all of us to consider on a new “Enjoy the Journey” resource web page. We aspire for you to enjoy the journey of accomplishing big goals but also smaller moments.
5 Big Money Mistakes During Retirement and How to Avoid Them
Whether you're retired or still on the path there, it's a good idea to learn some moves you can make to avoid these 5 significant financial errors during retirement:
⚠️ Overspending
⚠️ Avoiding "money talks" with family
⚠️ Making missteps with Social Security
⚠️ Using the "wrong" withdrawal strategy for income
⚠️ Making investing your new part-time hobby
it's so important to take steps aimed at helping you continue to make informed decisions about your wealth, even as you look to enjoy life to the fullest
FJP Mid-Year Economic Update
We are more than halfway through 2023 with the economy rolling along and the stock market has had a surprisingly strong start to the year. Learn highlights from our August 3 mid-year economic update including headwinds and tailwinds.
Artificial Intelligence and FJP
AI and ChatGPT are in the news everywhere these days with stories about how AI is making people more efficient. In this article, we discuss various topics related to AI, ChatGPT, and how FJP uses AI to serve our clients better.
Property & Casualty Insurance
Comprehensive planning includes mitigating risks by using different types of insurance. We help our clients directly with life and LTC insurance. Here is our Q&A on property & casualty insurance with one of our network professionals.
Make the Rest of Your Life the Best of Your Life
Step back out of the busy world and take the time to think about what goals are most important to you! Determine your goals and build your future and share what you learn with family, friends and your Wealth Manager!
Celebrating 5 Years of FJP with YOU! 🥳
It has been inspiring and rewarding to apply our decades of experience to build a firm with the central focus being the needs of our clients like you.
We are honored by your trust in us to keep your money aligned with your goals and dreams and we love to encourage you to enjoy the journey along the way. Our partnership with you is built on trust, collaboration, and fun. We appreciate you and we’re excited about the future.
FJP Happy Hour 2023!
🎉Thank you for sharing a couple of happy hours with us on our Metro Plaza patio in San Jose. The refreshments, wine, ice cream sundaes and awesome company were a great way to enjoy the journey!🎉
FJP Holiday Party Fun with Awesome Clients!
🌟What an amazing time we shared together at the FJP Client Appreciation Holiday Event at the Silicon Valley Capital Club! It was a joy to spend time celebrating the holiday season and you! Thanks for making memories and enjoying the journey with us! 🌟
Insights Newsletter
Access the latest news, events, articles, announcements and past newsletter archives
Upcoming Events
Register for our upcoming events and invite your family and friends to join in!
Timely Financial Topics
Read our blog articles on timely wealth management topics and areas of interest
Contact Our Team
Contact your Wealth Manager or anyone on the FJP team. We love hearing from you!