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.
Financial Goal Setting
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)
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
Long Term Care Planning & Insurance
Medicare Supplement Insurance
Employee Benefit Review
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
Required Minimum Distribution Completion
Monthly Contributions and Distributions
Stock Options, Restricted Stock Units Analysis and Strategy
Income Generation- Income models- Annuities
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.