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408-963-2858
arielle@financialjourney.com
CLIENT PORTAL

Complimentary Initial Consultation

We begin all new relationships with a complimentary conversation so that you can share your goals and concerns and we can discuss if we are the right fit to help you. If we are not the right fit, we will do our best to steer you in the right direction. To learn more about Financial Journey Partners visit our FAQ page.

A Message from Our FJP Founder Elaine Manley:


"The types of clients we work with are successful professionals and retirees. We help them make smart decisions, mitigate their taxes, take care of their heirs, protect the assets they’ve accumulated and optimize their charitable goals."

We help our clients make smart decisions and align their money with their goals so they can enjoy the journey. 

How do I know if I'm a good fit as a client?

1.  Common Client Perspective:

I value the security of knowing I will not run out of money

I care deeply about my family and friends

I want a Wealth Manager I trust to manage my assets

I want a coordinated team of professionals to help me with my investments, taxes, insurance, and estate planning

2.  Most of our clients are in one of the groups below:

Investors With Company Stock

Investors With Company Stock

 

Located in Silicon Valley, we have clients who have a large amount of company stock and want to mitigate single stock risk.

Professional Women

Professional Women

 

Successful professional women find us a good fit because they enjoy working with one of our two experienced women Wealth Managers.

Planning for Retirement

Planning for Retirement

 

We have helped many of our clients make a successful transition from the working phase of their life to the retirement of their dreams.

3.  We work with clients who have $2 million or more to invest. Exceptions are made in some situations.

4.  Our investment management fees are available here. 

Let's Get Started - Schedule a Consultation

Elaine Manley                         Scott Manley

Exploratory Meeting
Schedule your complimentary consultation
A no obligation conversation to explore your goals and
see if we're the right fit for each other.