Welcome to Journey Financial Strategies
Navigate Your
Financial Journey
With Clarity
Create a personalized MAP Strategy, and let us help you achieve your financial goals today.
Welcome to Journey Financial Strategies
Navigate Your Financial Journey With Clarity
Create a Customized M.A.P. Strategy and achieve Financial Freedom Today.
Gain Control Over Your Financial Future
Navigating the complex financial landscape can feel overwhelming. With so many conflicting messages about savings, investments, taxes, and retirement, it’s hard to know where to start.
Where should you put savings?
How can you invest wisely?
What’s your accumulation strategy?
How can you reduce taxes now and in the future?
Not having these answers can leave you feeling frustrated and hesitant to make critical financial decisions.
Map Out Your Journey With Confidence
Everyone deserves their own personalized MAP. Since no two situations are the same, your financial plan shouldn’t be either. A personalized MAP strategy aligns with your unique goals, objectives, dreams, and aspirations.
Benefits:
Receive Trusted Guidance
Partner with experienced professionals for insights and support to make informed decisions.
Achieve Your Goals
Focus on what matters most—whether it’s selling a business, planning retirement, or funding your child’s education.
Gain Peace of Mind
Have a comprehensive plan in place, letting you focus on the present while helping to secure your future.
How It Works
Schedule a Call
Start by scheduling a call with our financial professionals who understand your unique situation and aspirations.
Receive Your Personalized MAP
We will analyze your current finances and long-term goals to create a comprehensive MAP Strategy tailored just for you.
Achieve Your Financial Goals
Follow your MAP Strategy to navigate toward your financial goals with confidence and clarity.
Who Does the Personalized MAP Strategy Work Best For?
Everyone could benefit from having a customized MAP Strategy, however here is who this works best for:
Physicians
Business Owners
Investors
Our Team
We understand the noise around financial planning can be overwhelming. Let us provide clarity with a personalized MAP strategy and give you peace of mind
Srikant C. Jonnada
Founder
Sam Patel
Operations Manager
Tobin Thomas
Associate Financial Advisor
Ready to Take Control of Your Financial Future?
Schedule your free consultation today and discover how a personalized MAP Strategy can transform your life.
Ready to Take Control of Your Financial Future?
Schedule your free consultation today and discover how a personalized MAP Strategy can transform your life.
Frequently Asked Questions
What is a Personalized MAP Strategy?
A Personalized MAP Strategy is a custom financial plan that outlines your goals, identifies potential obstacles, and provides a clear roadmap to achieve success tailored just for you.
How do I know if this strategy is right for me?
If you’re looking to grow, protect, and optimize your wealth with clear guidance, the MAP Strategy is designed for you.
What should I expect during the initial consultation?
Initially, we’ll review your goals, assess your current situation and show how the MAP Strategy can help you. Then once we understand your situation, we’ll craft a personalized MAP that fits your desired future life and financial goals.
How often will my plan be updated?
As long as your situation remains the same and your goals haven’t changed, your MAP is still relevant. However, we review your plan annually or whenever major life changes occur.
What kind of support will I receive after my plan is created?
You’ll get ongoing access to our team for updates, questions, and continuous strategy adjustments.
What is a personalized MAP Strategy?
A personalized MAP Strategy is a financial strategy that outlines your goals, identifies potential obstacles, and provides a clear roadmap to help achieve success tailored just for you.
How do I know if this strategy is right for me?
If you’re looking to grow, protect and optimize your wealth with clear guidance, the MAP Strategy is designed for you.
What should I expect during the initial consultation?
Initially, we’ll review your goals, assess your current situation and show how the MAP Strategy can help you. Then once we understand your situation, we’ll build a personalized MAP that fits your desired future life and financial goals so you have strategy to achieve your goals.
How often will my strategy be updated?
As long as your situation remains the same and your goals haven’t changed, your MAP is still relevant. However, we review your plan annually or whenever major life changes occur.
What kind of support will I receive after my initial strategy is created?
You’ll get ongoing access to our team for updates, questions, and continuous strategy adjustments.
Frequently Asked Questions
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Sri Jonnada is a Registered Representative of and offers securities products and services through NYLIFE Securities LLC, Member FINRA/ SIPC, a licensed insurance agency, and is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Journey Financial Strategies is not owned or operated by NYLIFE Securities LLC or its affiliates and does not provide tax, legal or accounting advice.
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