BOOKS | Enjoy The Journey Series

At Financial Journey Partners, we believe great advice is personal, not transactional. That's why we wrote these books - to share the expertise, strategies and stories that have guided hundreds of families toward clarity, confidence and financial wellbeing.

We help clients at every stage of life-from accumulating wealth to living well in retirement. Our trilogy of books reflects our comprehensive, client-centric approach to financial planning, with one goal: help people make smart financial decisions and Enjoy the Journey.

"Enjoy the Journey" isn't just something we say-it's a guiding principle and a physical sign in our office that welcomes every person who walks through our doors. These books are written to be both practical and inspiring, designed to give you clarity, confidence and direction-every step of the way.

～ ABOUT THE AUTHORS ～

ELAINE MANLEY<br/>Founder & Wealth Manager, <br/>CFP<sup>®</sup> Professional<br/>

ELAINE MANLEY
Founder & Wealth Manager,
CFP^® Professional

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.

MEET ELAINE

SCOTT MANLEY<br/>Chief Investment Officer & Wealth Manager, CMFC<sup>®</sup>, MBA<br/>

SCOTT MANLEY
Chief Investment Officer & Wealth Manager, CMFC^®, MBA

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

MEET SCOTT

No matter where you are on your financial journey—whether you're focused on building wealth, navigating life’s transitions, or preparing for retirement—we have a roadmap and a guide to help you take the next step with confidence. These milestones bring important choices and opportunities that deserve thoughtful planning. That’s why we wrote these books: to share the key insights and real-world experience we've gained from helping individuals and families make smart decisions at every stage of life.

Our goal is to help you dream bigger, plan smarter, and live the life you envision—whether you’re just getting started or fine-tuning your legacy.

If you would like guidance tailored to your unique situation, we’d be happy to see how we can help you in your financial journey.

Enjoy the Journey - Successful Retirement Strategies and Stories

～ RECOGNITION ～

Delightfully Educational, Uplifting and Inspirational

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!

Feel Empowered and positive on this Journey!

"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."

Enjoy the Journey, unique approach to a complex topic

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 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 regarding the books "Enjoy the Journey: Successful Retirement Strategies and Stories,“ "Enjoy the Journey: A Woman’s Guide to Retirement” and "Enjoy the Journey: Building Wealth" are not regarding investment advice or services received from Mutual Advisors, LLC DBA Financial Journey Partners. The stories are of actual clients of Financial Journey Partners. Clients were not compensated with cash or non-cash in any way for their statements. We are not aware of any material conflicts of interest.

These books are for educational purposes only. They do 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 books.

Revenue generated from the publishing or selling of these books 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 books.