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Our mission is to help our clients make smart financial choices and focus on what’s most important to them. We help individuals, families and small business owners pursue their financial goals by using a financial planning process that creates a plan that is unique for each client. We recognize that each client and their situation is unique and therefore requires a plan that is customized to their specific situation. We believe in using a financial planning process that starts with getting to know our clients and understan... read more
101 Metro Drive, Suite 264, San Jose, CA, 95110, United StatesGet directions
|Mon||9:00 a.m. to 5:00 p.m.|
|Tue||9:00 a.m. to 5:00 p.m.|
|Wed||9:00 a.m. to 5:00 p.m.|
|Thu||9:00 a.m. to 5:00 p.m.|
|Fri||9:00 a.m. to 5:00 p.m.|
Prior to meeting Elaine and Scott, we dreaded managing our long-term finances. While essential for ensuring a future lifestyle, tracking investments was far from what we cared to do. Nor did we feel comfortable passing our financial future over to a large, impersonal firm. We were drawn to Elaine, Scott and Linda because they chose to create a smaller firm to better serve their clients rather than a legacy name -- exactly the model that we’ve wanted. This dynamic trio lead an extremely talented and engaged team – each of the... read more
Financial Journey Partners has a 5 star rating with 1 review.
Financial Journey Partners is open now. It will close at 5:00 p.m.