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OUR BOOK IS HERE!

We are excited to share that we have published our first book! 

Enjoy the Journey - Successful Retirement Strategies and Stories  & Now with a free Workbook!

If you would like a hardcopy version of the book, contact your Wealth Manager and we will provide our clients with a complimentary copy. If you know someone who would benefit from reading this book, let us know!

We are excited to hear what you think! Email us or and let us know how you benefited from the content and processes in the book. 

Our book includes real client success stories from working with clients like you and is based on our decades of experience helping people transfer from working full-time to the next phase of their lives.

This book will provide a process to make smart decisions so you can do the things that are the most important to you and…

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!

Join Us For Our Upcoming Events!

Essential Tips for Travel Webinar

Essential Tips for Travel Webinar

 ๐Ÿงณ Are you ready to enjoy your journey and travel more? Are you excited about your next vacation? It is time to get packed and book your next big adventure and smaller ones too! 

Join us on Thursday, July 18th, at 5:00 PM Pacific for our Essential Tips for Travel Webinar, with travel agent and special guest speaker Jeff Rupert of Half Moon Bay Cruises and Travel - An independent affiliate of Travel Planners International.

Jeff will present tips for traveling today in the first half. The second half will be all about our Alaska Adventure for 2025!

We are Excited to Announce our FJP 2024 Photo Contest!

Time to Enjoy the Journey!

Time to Enjoy the Journey!

The time is now to fill your life with incredible memories and capture them in photos! Don’t wait to enjoy your journey – wherever that journey takes you!

Enjoy the Journey now and send your photos to Arielle with a description. Enter as often as you like through Labor Day! The winners will be announced at our FJP Client Appreciation Party on Semptember 28th! 

We can't wait to see your photos, hear your stories and celebrate with you!

Recent Webinar Replay and Recaps!

7 Lessons You Never Learn in School Webinar Recap and Replay!

7 Lessons You Never Learn in School Webinar Recap and Replay!

๐Ÿ™Œ On Thursday, April 18, our guest speaker was Barry Garapedian, who works with young adults from 14 to 30 years old, to teach them skills to succeed. He is a fantastic speaker, and we recorded his presentation. He has kindly let us provide it to you and those you feel would benefit, so feel free to forward the link as appropriate.

While it was geared to what he calls young minds, there was something for everyone, so we do hope you’ll watch the recording if you didn’t get a chance to watch it live.

Making Medicare Work for You Webinar Recap

Making Medicare Work for You Webinar Recap

๐Ÿฉบ Did you miss the Medicare Primer Webinar? Elaine hosted our special guest speaker, Jennifer Taboada, Director & Senior Financial Wellness Consultant & National Speaker for BlackRock.

Jennifer presented a wealth of information, and fortunately, we can share a pre-recorded presentation and slides with you. There is also a quick reference document available for you as well.

Medicare is one of those critical decisions you need to make as part of planning for retirement but it doesn't have to be complicated with the right information.

If you want to discuss your healthcare finances and plan for Medicare, contact us to schedule a time to talk with your Wealth Manager.

FJP Women's Group Networking Directory

FJP Women's Group! โœจ

FJP Women's Group! โœจ

The FJP Women’s Group launched in March of 2024 with our kickoff meeting with FJP clients. 

The networking group purpose:

Connecting the Women of FJP with other like-minded women to build friendships and explore similar interests

We look forward to seeing what activities this amazing FJP Women's Group plans as they find ways to build friendships, share experiences, and Enjoy the Journey.

A password protected enviornment has been formed for members only and with their permission. Contact Arielle for PIN to access.

Enjoy the Season! -- Make it One to Remember!

Spring is Here! Time to Get Outside!

Spring is Here! Time to Get Outside!

Sping is a great opportunity to to enjoy the great outdoors. There's nearly limitless fun to be had to Enjoy the Journey! What's more, the outdoors can give you deeply meaningful and rejuvenating experiences that can make memories for a lifetime.

With spring you can get your hands dirty by redoing your yard's landscaping or planting a vegetable garden. Ourtdoor activities such as hiking have been shown to be good for keeping your mind sharp. Even taking a long walk with someone can be a powerful way to build a deeper connection with neighbors, friends and family too.

Sapphire Princess Ship with Land & Sea Adventure Planned for June 30 to July 12, 2025!

FJP Adventure to Alaska!

FJP Adventure to Alaska!

As of March 20th we were 467 days from our The Ultimate Alaska Adventure! . There are 70+ folks  booked with cabins for this amazing trip. We have a very large group of people going on this adventure, and it is going to be a blast!

Our travel advisor for this trip is Jeff Rupert. Contact Jeff if you have any questions about your booking for this trip or about Princess.

You can reach Jeff by phone at 650-245-9614 or by email at jrupert@hmbcruises.com

When calling, remember he is in the Eastern time zone. You will be booking everything through Jeff and Princess Cruise Lines.

Please understand that FJP is not being compensated in any way for this trip, and we are not involved in this other than to share information with you. Completing all parts of your travel plans for this trip (including flights, hotels, shore excursions, and dinner reservations) is your responsibility.

Stay Informed - Read our Recent Blog Articles

Managing Income in Retirement

Managing Income in Retirement

When people are nearing retirement, a common question is:

“How can I best position my assets to provide me with a monthly income to pay my expenses during retirement?”

It is a simple question, but no simple answer or plan works for everyone. In this blog, we will discuss assets that can be used to create monthly income in retirement, how different retirement goals can affect your plan for retirement income, and issues and strategies to consider when creating your plan for providing income during retirement.

Keep Your Personal Information Safe

Keep Your Personal Information Safe

Data breaches from large and small companies have resulted in confidential personal information being stolen by cybercriminals. Everyone needs to be aware and take steps to minimize their risks whenever possible.

SEE HOW
What Should I Do if a Company Merger Just Eliminated My Job?

What Should I Do if a Company Merger Just Eliminated My Job?

Mergers & acquisitions can result in lost jobs and those impacted have many important life decisions to make. We have decades of experience helping people through these transitions and can help you.

LEARN MORE
5 Big Money Mistakes During Retirement And How To Avoid Them

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.

LEARN HOW
Property & Casualty Insurance

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.

READ Q&A

Enjoying the Journey with You!

FJP May the 4th be with you Star Wars party!

FJP May the 4th be with you Star Wars party!

๐Ÿ›ธWe had an awesome time celebrating Star Wars Day with clients and colleagues! May the 4th be with you too always! ๐ŸŒ  Thanks to everyone who navigated the rain and freed a lot of files too!

SEE OUR HAPPY HOUR PHOTOS!
FJP Client Appreciation Halloween Party Fun!

FJP Client Appreciation Halloween Party Fun!

๐ŸŒŸWhat an amazing time we shared together at the FJP Client Appreciation Halloween Party Event at the FJP site! It was so much fun making memories and enjoying the journey with you! ๐ŸŒŸ

View Photo Gallery!
Celebrating 5 Years of FJP with YOU! 🥳

Celebrating 5 Years of FJP with YOU! ๐Ÿฅณ

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.

The reviews expressed are regarding the book "Enjoy the Journey: Successful Retirement Strategies and Stories" and are not regarding investment advice or services received from Mutual Advisors, LLC DBA Financial Journey Partners.  The reviews are not from clients of Financial Journey Partners and there was no compensation provided for such reviews.

This book is for educational purposes only. It does not make specific recommendations to buy or sell any securities or give specific investment advice. Views expressed are those of the authors and do not reflect the views of Mutual Advisors, LLC, Mutual Securities, Inc. or any of its affiliates (collectively "Mutual Group"). Clients and prospects are under no obligation to purchase the book.

Revenue generated from the publishing or selling of the book are paid directly to the authors as outside business activity and are not considered part of the investment services offered through Mutual Group. Mutual Group receives no portion of the revenue generated by the publishing or sale of the book.