Financial Journey Partners

❓ Wondering about the economy and the outlook in 2025? 💻 Join us for this webinar where our guest speaker, Mark Peterson, Director of Market & Portfolio Insights at BlackRock will share his perspective on the upcoming year. 💡 This is an excellent opportunity to learn from one of the world’s leading providers of investment, advisory, and risk management solutions. The event is open to all who register and we welcome all who want to join the session. 🕛 Calendar this event before the holidays to grab your spot and hit the ground running in the new year! Register @ https://lnkd.in/g988uGjb We look forward to seeing you! #StateoftheEconomy #Economyand2025 #financialplanning

🎄 Wishing You a Season of Joy, Gratitude, and Prosperity 🎁 As the year draws to a close, Financial Journey Partners would like to extend our warmest wishes to our valued clients, partners, and the communities we proudly serve. This season is not only a time for celebration and reflection but also for looking ahead with optimism and purpose. We are deeply grateful for the trust you place in us to guide your financial journeys. It is a privilege to help you achieve your goals, safeguard your future, and build a lasting legacy. From our family to yours, may your holidays be filled with peace, laughter, and the company of loved ones! Happy Holidays 🎉 #HappyHolidays #Gratitude #WealthManagement #BuildingLegacies

Elaine and Scott will be on KSCO’s show “Money Moves” at 3pm on Dec 19th! 🎤 Tune in to hear about 1️⃣Our new book Enjoy the Journey – A Woman’s Guide to Retirement 2️⃣Retirement Planning tips 3️⃣Financial strategies and insights gained through a 30+ year career 4️⃣Practical takeaways that can be actioned right away Go to: https://lnkd.in/gEffnHwD or visit KSCO on AM 1080 or FM104.1. #financialplanning #WomeninFinance #FinancialFreedom

🎉Year-End Tax Planning Tips to Keep More of Your Money ⌛As the year draws to a close, now is the perfect time to fine-tune your finances and optimize your tax situation. 🎯Small actions now can lead to big savings later. #taxplanning #financialplanning #YearEndPlanning

✨Year-end tax season insight – would you rather be tactical or strategic? Tax preparation and tax planning, two terms often thrown around as if they mean the same thing. But if we look into it, we find that they are not at all the same thing! ✅Tax preparation is tactical, it’s about compliance, organizing documents, filling out forms and filing taxes. 🚀Tax planning, on the other hand is strategic, forward looking, maximizing deductions and building a tax-efficient financial future. In our December blog, we dive into these concepts to: 1️⃣Clearly explain the differences between tax preparation and tax planning 2️⃣Help you shift from reactive, tactical preparation to proactive and strategic tax planning that supports your needs and goals. Ready to learn more? Head over to our blog to get started: https://lnkd.in/dDMFVx2W #TaxPlanning #FinancialSuccess #ProactivePlanning

Create a Financial Plan That Aligns with Your Goals Tired of financial guesswork? These two insightful books provide actionable strategies to help you achieve financial independence and plan for a future that reflects your values and priorities. 📘 Enjoy the Journey – Successful Retirement Strategies and Stories This book offers a comprehensive, easy-to-follow guide to crafting a financial roadmap. Learn how to prioritize your goals, chart a clear path toward your vision, and embrace a balanced approach to both life and finances. 📘 Enjoy the Journey – A Woman’s Guide to Retirement Tailored to the unique financial challenges women face, this book combines practical advice with real-life stories of women who’ve successfully built and preserved their wealth. Discover strategies for navigating life transitions and aligning your financial plans with what matters most to you. Both books deliver clarity on key financial concepts, actionable guidance, and inspiring stories from real people who’ve transformed their financial futures. Each comes with an accompanying workbook for readers to put their plans into action. Get it @: https://lnkd.in/gsFHhNVC 🎯 Which book fits your needs—or would make the perfect gift? Let’s start the conversation about building a secure and fulfilling future. #FinancialFreedom #WealthPlanning #WomenInFinance

🔒 Secure your future with just a few clicks now! ⏰ It’s that time of the year again and we have you covered. The 2025 Retirement Plan Contribution Limits are now available! Whether you’re fine-tuning your retirement strategy or starting fresh, knowing your contribution limits can help you stay on track toward your financial goals. Why it matters: 💡 ✅ Maximize your savings potential ✅ Take full advantage of employer matches ✅ Harness the power of compound growth We’ve made it easy! Visit https://lnkd.in/g9hab-Gi to see next year’s maximums for all plan types. 🎯 Let’s make 2025 the year we get closer to our goals. How are you planning to prioritize your retirement this year? Share your thoughts in the comments – we’re all in this together. #retirementgoals #planahead #futureyou

🎄This Holiday Season, Give the Gift of Empowerment! 🎁Looking for a meaningful and impactful gift for the women in your life? Enjoy the Journey – A Woman’s Guide to Retirement has received warm reviews from our clients and partners. 🎉For the holiday season, we’re offering the eBook at its special launch price, extended through January 31st! 🎇This thoughtful gift includes a complimentary Workbook to help her take the first steps toward financial independence and achieving her goals. 🎀Make her journey to retirement fulfilling and inspiring. Help her start planning for a future she will love! Click here to get the eBook: https://lnkd.in/g8tUimVf Download the workbook at: https://lnkd.in/gAsE6-v4 #financialfreedom #retirementplanning #womenandwealth

This Thanksgiving, we want to take a moment to express our gratitude for the relationships that truly matter. To our clients, thank you for trusting us to guide your financial journey. To our business partners, we value your collaboration and the shared commitment to serve our clients. This season reminds us that wealth isn’t just measured in numbers—it’s about the connections we build, the goals we achieve together, and the legacy we help to create while enjoying the journey along the way. From our family to yours, we wish you a Thanksgiving filled with joy, gratitude, and time spent with the people who matter most. Here’s to prosperity, partnership, and wellbeing—today and always.🦃🥧 #Thanksgiving #Gratitude #ClientFirst #WealthManagement

🙏 We want to thank all of our clients who submitted photos to our 2024 FJP Photo Contest. Over 300 photos were submitted again this year. There were so many beautiful photos of our clients as they Enjoyed the Journey that it was difficult to choose the five finalists in each category. 🎉 Congratulations to all of our winners who won each of the categories of Nature, Animals and Other. Visit the Photo Contest Webpage to learn about the winners and each of their winning photos! You can also revisit the Finalists and see all of the photos submitted for 2024. 📺Thank you to everyone who submitted photos this year and for voting. It is your vote that decide our winners! All of the 2024 contest photos are playing on our “living room” TV as you come into the office for all to enjoy all year long. Visit https://lnkd.in/gmtyn56f to learn about the winning photos or to peruse the submissions. #photocontest #enjoythejourney #fjpadventures