We believe that financial planning is a lifelong process based on your needs, values and personalized goals.
The financial planning process can guide you through the four basic “life cycle phases” that are the accumulation phase, pre-retirement phase, retirement phase and legacy phase.
When we work with you to create your personalized financial plan, it is like putting together the different pieces of a puzzle to make them all fit together properly.
- Asset allocation is an investment strategy that attempts to manage risk within your portfolio but it does not guarantee profits or protect against loss in declining markets.- Financial Journey Partners, nor any of its members, is an estate attorney, and do not provide legal advice. For legal advice, please contact your legal professional.