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07 JunSpring Newsletter 2021


Latest posts by Stephanie Wolf (see all)

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

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24 MayIn a Most Delightful Way Series: Part 7


Our Spring blog series includes excerpts and basic financial lessons from the book In A Most Delightful Way, by our founder…

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18 MayIn a Most Delightful Way Series: Part 6


Our Spring blog series includes excerpts and basic financial lessons from the book In A Most Delightful Way, by our founder…

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10 MayIn a Most Delightful Way Blog Series: Part 5


Our Spring blog series includes excerpts and simple financial lessons from the book In A Most Delightful Way, by our founder…

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03 MayIn a Most Delightful Way Blog Series: Part 4


Our Spring blog series includes excerpts and basic financial lessons from the book In A Most Delightful Way, by our founder…

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26 AprIn a Most Delightful Way Blog Series: Part 3


Our Spring blog series includes excerpts and basic financial lessons from the book In A Most Delightful Way, by our founder…

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19 AprIn a Most Delightful Way Blog Series: Part 2


Our Spring blog series includes excerpts and basic financial lessons from the book In A Most Delightful Way, by our founder…

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05 Feb2021 Numbers Unlimited


Our much-anticipated Numbers Unlimited spreadsheet is updated and ready to be used for 2021 tax and retirement planning. All the numbers…

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09 DecFall 2020 Newsletter


Latest posts by Stephanie Wolf (see all)

Our quarterly update for Fall 2020 Fall 2020 Newsletter

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Excel Based Financial Planning Tool Numbers Unlimited 2020

31 Jan2020 Numbers Unlimited


Devin Wolf, CFP® serves as our Chief Investment Officer (CIO) and leads our 401(k) branch. As a wealth manager Devin is responsible for delivering comprehensive financial solutions to high net worth clientele. His expertise in navigating complex situations has lead to working with business owners and clients with taxable estates.
W. Devin Wolf, CFP®

Our proprietary “Numbers Unlimited” provides a snapshot of the numbers you may need to reference throughout the year for your tax,…

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22 JanNew Lead Advisor: Gabriel Twining, CFP®


Latest posts by Stephanie Wolf (see all)

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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09 SepSummer 2019 Newsletter


Latest posts by Stephanie Wolf (see all)

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

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23 Jan2019 Numbers Unlimited


Devin Wolf, CFP® serves as our Chief Investment Officer (CIO) and leads our 401(k) branch. As a wealth manager Devin is responsible for delivering comprehensive financial solutions to high net worth clientele. His expertise in navigating complex situations has lead to working with business owners and clients with taxable estates.
W. Devin Wolf, CFP®

Our proprietary “Numbers Unlimited” provides a snapshot of the numbers you may need to reference throughout the year for your tax,…

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30 AugUnderstanding Rates of Return


Will Rogers once quipped: “It is not the return on my investment that I am concerned about; it’s the return of…

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14 JunEver Seen a Retired Ostrich?


Behavioral Finance: Exploring our Biases That which I would not, that do I do! Whether you are investing your assets or…

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