General Info

Financial Independence Planning focuses on helping our clients worry less and enjoy life more by having a clear financial plan for their future. Financial Independence Planning works together with our clients and their families to build a strong lifelong relationship, built off of trust, so they have a more fulfilling life. Founded in 1995, Financial Independence Planning, LLCTM (FIP), based in Conshohocken and Lansdale, is a full-service financial services firm serving the greater tri state area. For over 26 years, the firm has executed a proprietary 8-step FIP financial process primarily for clients in "pre-retirement" and retirement to help optimize their assets.