Celebrating 15 Years of Partners in Financial Planning: A Look Back and Ahead

Fifteen years ago, James Pearman and Pam Poldiak took a bold leap. They left a successful practice to create something entirely their own: Partners in Financial Planning (PIFP). Their vision was clear—to build a firm rooted in collaboration, exceptional service, and a deep commitment to helping clients achieve their dreams. Today, as we celebrate this milestone anniversary, we reflect on how far we’ve come and look ahead to the exciting future that lies before us.

A Vision Born from Collaboration

Jim and Pam envisioned a firm where every client felt supported by the entire team, not just one advisor. They wanted to create a welcoming environment for both clients and employees and build a business that would thrive well into the future. That vision has shaped everything about PIFP, from the way we approach financial planning to the close-knit culture we’ve built together.

Milestones Along the Way

The past 15 years have been marked by significant achievements that we’re proud to share:

• Growing Our Team: From just three team members at the start, we now have a thriving group of 14 talented professionals dedicated to serving our clients.
• Expanding Our Reach: Assets under management have grown from $160 million to nearly $800 million, a testament to our clients’ trust in us.
• Building a Legacy: Starting with two founding partners, we’ve welcomed three additional owners, ensuring a solid foundation for the firm’s future.
• Client Retention: Our annual client retention rate of over 97% reflects the meaningful relationships we’ve nurtured.

Staying True to Our Mission

Throughout our growth, one thing has remained constant: our dedication to delivering excellent service. Our tagline, “You Dream It. We Plan It. You Live It.” perfectly captures our purpose. Every decision we make, whether at our annual strategic retreats or our weekly team lunches, focuses on how we can continue to serve our clients better.

Looking Ahead

The next 15 years hold so much promise. Jim, Pam, and the entire team are committed to maintaining the high-touch, personalized service that has defined PIFP from the beginning. We aim to grow responsibly, bring new energy and ideas to the firm, and ensure opportunities for our employees to thrive. With a strong succession plan in place, led by our younger planners, we are confident that we can continue guiding clients toward their goals for future generations.

As we celebrate this special anniversary, we want to express our heartfelt gratitude to our clients, team members, and community. You’ve made this journey possible, and we’re excited for the road ahead. Here’s to the next 15 years of dreaming, planning, and living!