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CLIENT PORTAL

We are Teaming with Toys for Tots this year!

FJP Toys for Tots Campaign

Bring a Toy to our Holiday Event or Contribute to our FJP Virtual Toy Box!

We are Having a Holiday Party and You are Invited!

We are Having a Holiday Party and You are Invited!

๐ŸŒŸJoin us in person for a sparkling holiday event on Sunday, December 4th, from 5:00 PM to 8:00 PM for our Client Appreciation Holiday Event!

We hope you can join us to celebrate you and the season together at the Silicon Valley Capital Club in downtown San Jose!

We are planning a festive evening with dinner, dessert and conversation overlooking the San Jose skyline! Come dress festively and capture the fun with our holiday photo booth and extend the night at Christmas in the Park!

Come enjoy the holidays with us! ๐ŸŒŸ

<p class="">How Concerned Should I Be About Inflation?

How Concerned Should I Be About Inflation?

Fed Chairman, Jerome Powell, has stated that it is a top priority of the Federal Reserve to reduce inflation. Let’s explore the issues caused by high inflation and you can consider how concerned should you be about inflation.

Evaluate
Are We in a Recession?

Are We in a Recession?

An important question many people are asking is “Are we in a recession?” We will discuss this topic with graphs and information on the state of the economy. Regardless of the technical definition of a recession - you be the judge.

Explore Here
Are I Bonds Right for Me?

Are I Bonds Right for Me?

I bonds are issued by the US Federal Government and are currently paying 9.62%. Can this be true? Yes, it is! In this article we will cover details including the pros and cons to see if I bonds may be right for you.

Examine Here
Utilizing a Professional Fiduciary and Finding Care Solutions

Utilizing a Professional Fiduciary and Finding Care Solutions

Webinar replay from Part 2 of our series with recorded presentations on the role of a Professional Fiduciary and finding the right care solutions for aging family members.

View Presentations
Congratulations to our 2022 Photo Contest Winners!

Congratulations to our 2022 Photo Contest Winners!

๐Ÿ“ธ Thank you to all the participants in our 2022 Photo Contest!

What wonderful photos and stories from many clients!

Congratulations to all of the finalists and winners in each of the three categories: Nature, Animals and Other!

Thank you for sharing your journey with us! ๐Ÿ“ธ

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!

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Hyperlinks are provided as a courtesy When you follow a link to a 3rd party website, you are leaving this firms website and assume total responsibility for your use at these sites. If you continue to these sites, you do so with this understanding.

Master the Client Portal with Best Practice Tips

Use the Vault to Manage Your Financial Planning Documents and More<br/>

Use the Vault to Manage Your Financial Planning Documents and More

The vault is a space where you can safely and securely store the documents of significance in your life. It is your private place, but it can also be used to share documents with FJP as well as other partners you designate. We can help!

Learn More
Establish Your Monthly Budget Quickly

Establish Your Monthly Budget Quickly

Establishing a monthly budget is easier then you might think. 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.

Get Started
Stock Options in Your Client Portal

Stock Options in Your Client Portal

Congratulations if you have earned stock options! Did you know you can utilize your personal client portal to account for the potential income and tax consequences, year by year? Work with your Wealth Manager on strategies to incorporate your stock options into your wealth management plan.

LEARN HOW

Join the FJP Client Portal Tips Email List

Sign Up for Client Portal Tips!

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.