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Insights Newsletter

Insights Newsletter

Access the latest news, events, articles, announcements and past newsletter archives

Upcoming Events

Upcoming Events

Register for our upcoming events and invite your family and friends to join in!

Timely Financial Topics

Timely Financial Topics

Read our blog articles on timely wealth management topics and areas of interest

Contact Our Team

Contact Our Team

Contact your Wealth Manager or anyone on the FJP team. We love hearing from you!

Reminder:  Review our tax planning strategies and charitable giving options article here

State of the Economy Webinar - Jan 27, 2022

State of the Economy Webinar - Jan 27, 2022

January is a perfect time to get the pulse of the economy and the outlook for 2022. It's a new year with several economic challenges and opportunities. 

We are pleased to have Maria Giraldo, CFA, Managing Director, Macroeconomics & Investment Research, at Guggenheim Partners, as our special guest speaker at our State of the Economy Webinar on January 27, at 1:00 PM, Pacific.

Many of you have already let us know on our annual survey that economic updates are important to you. Please save the date and register!

Tip: Establish your Monthly Budget Quickly

Start Off 2022 with an Updated Monthly Budget

Start Off 2022 with an Updated Monthly Budget

Now is the perfect time to establish your 2022 monthly budget and it is easier then you might think using your personal client portal.

Simply base your budget on your spending history and use the "Auto-Budget" utility. Don't have a lot of history established? No worries, start with what you have and make simple adjustments. Not a fan of your current budget? Simply delete it and use this utility to get started in 2022 with a clean slate.

Having a monthly budget and monitoring your transactions, allows you to have greater awareness to know if you are keeping pace with your personal spending goals.

Give Jennifer a call at 408-963-2884, and she can help you take advantage of this feature in your client portal.

Master the Client Portal with Best Practice Tips

Sign Up for Client Portal Tips!

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Client Portal Resources

The resources on the is page will help you learn how to get the most out of your Client Portal. You can also select Help in the upper right of the home page of your portal for additional resources.

Efficient Use of the Client Portal Webinar

Efficient Use of the Client Portal Webinar

View our recorded webinar where we address areas to gain Client Portal efficiency

Key Takeaways:

  • Bookmark financialjourney.com
  • When to use Client Portal vs Fidelity.com
  • Use the Vault for personal & shared docs
  • Set up Vault access to Tax Professional and Estate Attorney
  • Connect accounts and track your spending
  • Categorize your transactions including custom subcategories
  • Help has lots of resources or call Jennifer
      

A Guide To Getting Started - A step by step guide to get started with a login to your site.

Best Practices - Best Practices for using your Client Portal.

Connecting Accounts - Steps to add accounts to your Client Portal. Manage account connections with the NEW Connections Dashboard!

Investments - See account values, asset allocation and market news.

Stay Aware with Alerts - Use alerts to notify you of important dates, reminders and account and investment changes.

Interactive Cash-Flow Planning - The Decision Center will help you plan your financial future.

Spending - Track your spending and create a budget, all in one place.

Vault - A secure digital document storage repository.

Mobile Client Site - Access your Client Portal from an icon on your smart phone.

Security - Learn about the advanced security features and protocols to keep your data safe and private.

Screen Sharing - Use screen sharing with your advisor when meeting remotely.

Client Portal FAQs - Answers to frequently asked questions.

Client Portal Tips Archive - Reference our top tips in our archive.