Worry Less and
Enjoy Life More! ®
Be Prepared for the Road Ahead
FIP’s financial advisors, serving Pennsylvania and beyond, help our clients worry less and enjoy life more by instilling confidence through a comprehensive, lifelong financial plan. We specialize in retirement planning, investment management, personalized financial guidance and more to help you make informed decisions at every stage of life.
The Financial Independence Planning Process
Our unique, 8-step process delivers an unparalleled level of customized service allowing our clients to experience a more fulfilling life.
Financial Independence Referral
FIP is a close-knit community, growing through trusted relationships and referrals- built on connection and word-of-mouth
The Financial Independence INFO Meeting©
Get to know FIP’s process and how we help clients stay on track to their long-term goals while we learn your goals for the future.
The Financial Road Map©
Meeting with you to create a financial roadmap- defining your values, goals, finances, and key info to build a plan that brings confidence for the future.
The FinancialIndependence Plan©
Your custom MyFIP plan shows your income, assets, expenses, goals, and projects to age 90+ with expert recommendations using top financial software.
The Financial Independence Alignment Review©
Make sure your assets are positioned to stay on track to meet your goals. Access online performance reports and update your Financial Independence Plan®.
The Financial Independence Regular Check-Up©
Regular check-ups help us build stronger relationships and keep your plan and goals aligned for your financial success.
The Financial IndependenceAnnual Update©
Our Annual Update is the same as your regular check-up plus a deeper dive into tax planning and other key strategies to keep your finances on track.
Educational & Fun Events
We create a unique client experience with fun, engaging, and educational events throughout the year to connect and grow together.
Services
What We Do
At Financial Independence Planning (FIP), our goal is to help clients Worry Less and Enjoy Life More by providing them with a clear and personalized financial plan for their future. Through strategic collaboration, we strive to build strong, trusted relationships with our clients and their families, empowering them to lead more fulfilling lives.
Financial Planning
Our team of financial advisors will design a plan to evaluate your current financial situation and direct you toward true financial freedom.
Investment Management
Our disciplined, time-tested investment strategies provide your portfolio with the proactive service you need to pursue your goals.
Retirement Planning
We’re here to help you avoid your own personal retirement crisis by putting your financial plan into concrete terms using our five-step process.
Tax Planning
Our tax team of CPAs reviews your recent tax returns to identify potential savings or restructuring opportunities, giving you proactive ideas to save money in the future.
Estate Planning
Our estate planning team helps you create a tax efficient, comprehensive estate plan that leaves little to chance, along with teaching you how your assets will be distributed.
Private Client
Highly complex needs can require sophisticated solutions. Private Client members get the one-on-one support they need.
Discover the right investment strategy for you.
Tell us a little more about your investment objectives and level of comfort with risk.
By what percentage do you expect your portfolio to grow annually over the long-term (10+ years)?
Our Locations
Conshohocken, PA
Lansdale, PA
Download a Complimentary Resource
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