Don't have the time or interest to focus on your finances?
This book is for you.
◽️Do you want to transition to a work-optional lifestyle, without sacrificing what you worked so hard to create?
◽️Do you want to create a plan so you can do the things you’ve been putting off for years, and do them as soon as possible?
◽️Are you looking for a plan to organize all the pieces of your life’s plan, so you can enjoy the journey?
We believe you can retire with more clarity and confidence than you ever thought was possible.
If you've already won the game, it is important to create a plan for your goals and keep you a winner.
This book will provide a process to make smart decisions so you can do the things that are the most important to you and…
Elaine is a Wealth Manager with over three decades of experience. She founded Financial Journey Partners in 2018. Elaine is passionate about helping clients make smart decisions so they can achieve their goals and dreams. Equally important is helping clients enjoy the journey along the way. The Silicon Valley Business Journal selected Elaine as one of their 2022 Women of Influence. a CFP® professional.
Scott has been in the financial industry since 2000. Scott is a Wealth Manager and he is also dedicated to helping his clients reach their goals. He is Chief Investment Officer, guiding the investment team using the FJP investment process. He also helps clients plan for long-term care by using various strategies and products. Before working in the financial industry, Scott worked for HP for 15 years. Scott has an MBA from the University of Wisconsin, Madison
There are important things to consider and plan when making such a major change in your life. The goal of this book is to share key learnings and wisdom from our many years of financial planning experience to help enrich your life and your retirement years. We want you to live the life of your dreams. We want you to achieve your goals and identify more than you ever considered possible. Think big! Dream big! Then create a plan to achieve it all. And remember, along the way, we encourage you to:
Enjoy the Journey was such a delight to read! It was an uplifting, educational and sometimes entertaining explanation of how and why to think clearly about the future and retirement. I loved the real life examples used that brought the concepts to life. These authors really know how to help people determine what is best for their individual situations!
"Financial Strategies and advice can be so intimidating, but not here! The ideas, thoughts and real stories really got me thinking of new ideas and steps that could be considered. It is a creative way to align your dreams and goals into a great life journey as it promised.
Once I completed some of the exercises, read through the ideas and the great personal stories, I thought of a lot of things differently. I felt more empowered and enjoyed the approach and suggestions. It is a short, clear book (NOT intimidating like many can be) that has enlightened me to consider various smart paths to get to that retirement and enjoy the retirement in a fulfilling way."
The book is a great read with a very personable tone, keen insights, thought provoking questions and what I perceive to be values based advice. Think this is a great resource for anyone contemplating a non-work phase of life.
I loved Chapter 5 about Relationships!
I resonated with this chapter because it is something I am putting energy into on a day-to-day basis. I liked the fact that it discussed relationships with pets because they are also a part of the family unit. I also really enjoyed the portion on Grandkids, found it very relatable to my life!
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.