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Our Services

A Client Experience You Can Trust

At Financial Journey Partners, we believe that each client is unique and should have a comprehensive financial plan that is customized to their journey and see ourselves as your long-term partner as you travel through the financial decisions you make in your life.  

We develop deep client relationships that extend beyond just meeting in the office to discuss your investments. We see ourselves as your trusted partner and recognize that the purpose of our financial advice is to enable you to do what you enjoy and live free of financial worry. 

We genuinely value getting to know you and forming a sense of community with all our clients. As your partner, we want to help you enjoy the journey.

Services Available for Where You Are in Your Journey

Comprehensive Financial Planning

…  Financial Goal Setting
…  Goal Funding
…  Net Worth Review
…  Cash Flow Analysis
…  Retirement Planning
- Savings planning
- Distribution planning
- Social Security withdrawal analysis
- Retirement scenario analysis
- Pension analysis
…  Life Planning
- Birth of a Child
- Divorce
- Survivor
- Employment Change
…  Large Purchase Consulting
…  Financial Beginnings
(financial education for
young adults)
…  Education Planning

Risk Management & Insurance

…  Emergency Reserves
…  Risk Tolerance Analysis
…  Life Insurance Analysis
- Temporary vs Permanent
- Type of Life Insurance
- Amount of Life Insurance
…  Life Insurance Policies
- Term Insurance
- Whole Life
- Index Universal Life
…  Survivor Planning
…  Long Term Care Planning & Insurance
…  Medicare Supplement Insurance
…  Employee Benefit Review

Investments
 

…  Active Management of Assets
- Asset Allocation
- Investment Selection
- Socially Responsible Investments
- Organizing and Simplifying Investments
…  Retirement Accounts
- Traditional IRAs
- Roth IRAs
- SEP IRAs
- Beneficiary IRAs
…  Non-Retirement Accounts
…  Required Minimum Distribution Completion
…  Monthly Contributions and Distributions
…  Stock Options, Restricted Stock Units Analysis and Strategy
…  Income Generation
- Income models
- Annuities

Estate & Tax Coordination

…  Coordination with Estate Planning Attorney so you complete:
- Wills
- Power of Attorney
- Beneficiary Review
- Asset Titling
- Wealth Transfer
- Trusts
- Health Directive
- Secure Vault to Share Documents
…  Coordination with CPA
- Secure Vault to Share Documents
- Tax Planning to Diversify Company Stock

Financial Journey Partners, nor any of its members, is an attorney, and do not provide legal advice. For legal advice, please contact your legal professional.

CA Insurance License # 0706550 for Elaine Manley, 0C96859 for Scott Manley and 0C74439 for Linda Tjiputra.

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