By: Stephanie Wolf

22 Mar 2023Q1 2023 Newsletter


More new faces at Financial Plan and other happenings in this first quarter of 2023. Read the newsletter here.

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30 Jan 2023Q4 Newsletter for 2022


For a bit news and a smidge of advice from FP inc., check out our newsletter for Q4 2022

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23 Sep 2022Q3 2022 Newsletter


It’s been a busy summer at Financial Plan! View our quarterly newsletter for the details.

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09 Jun 2022Q2 2022 Newsletter


Our 2022 Q2 Newsletter is live. Check it out!

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13 Apr 2022Q1 Newsletter 2022


It’s been a busy few months. Read our latest update HERE.

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24 Jan 2022Fall 2021 Newsletter


It has been a busy fall and winter season. See all that’s new in our latest newsletter: Fall 2021 Newsletter

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13 Sep 2021Summer 2021 Newsletter


Here’s how our summer is going. How’s yours? Summer 2021 Newsletter

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07 Jun 2021Spring Newsletter 2021


Our quarterly newsletter is here with a note on cryptocurrency and some FP Inc family news!

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22 Mar 2021Winter 2021 Newsletter


There is a lot going on in the world of finance. See our latest newsletter here: Winter 2021 Newsletter

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09 Dec 2020Fall 2020 Newsletter


Our quarterly update for Fall 2020 Fall 2020 Newsletter

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04 Dec 2020Summer Newsletter 2020


Read the summer update from FP Inc…And OH what a summer it has been! SUMMER 2020 NEWSLETTER  

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22 Jan 2020New Lead Advisor: Gabriel Twining, CFP®


The leadership team at Financial Plan, Inc. is growing! After serving on the Operations Team, then four years as an Associate…

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22 Jan 2020Fall 2019 Newsletter


As the year comes to a close, we take a look to the future and all the promise of 2020. We…

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09 Sep 2019Summer 2019 Newsletter


Hot off the press! See what’s new at Financial Plan this quarter. Summer 2019 Newsletter

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29 May 2019Spring 2019 Newsletter


Check out what’s new with us this Spring and help welcome our newest employee! Spring 2019 Newsletter

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