～ ANNOUNCING NEW BOOK～ From the Leadership of Financial Journey Partners!
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:
The book is for educational purposes, 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. (Mutual) or any of its affiliates. Clients and prospects are under no obligation to purchase the book. Mutual is not paid from the revenues generated from the publishing or selling of the book.