101 Metro Drive
Select the button to the left and answer a few questions to help us understand your individual risk tolerance.
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. The different components of a financial plan include:
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.
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.