Welcome to the FI|Mastery Journey!
We help driven individuals organize their money and master their journey to financial independence.
Peter's Financial Independence Journey
Hi! I’m Peter Donisanu. I’m the father of three beautiful children and married to an amazing wife, Jaci.
I believe that what many driven individuals are looking for is to become the masters of their own financial independence journey.
Here’s my story:
I grew up with immigrant parents and, at a young age, was convinced that pursuing the American Dream would give me the time and freedom to do what mattered most in my life.
Well, I went to college, got a good job, bought a house, got married, and started saving for retirement. And yet, it seemed like something was missing in my life.
It took me a while to figure out that life isn’t about making more money or buying more stuff. That securing financial independence is about the ability to buy the rarest of natural resources on earth: time.
That’s when I decided to navigate my own journey to financial independence so I could have the time to do what matters most in my life.
And today, I have the time to pursue passions that include raising a healthy family, caring for my mind and body, endurance sports, and doing fulfilling work with individuals I enjoy working with.
Watch this video to learn more about my story:
Why You Should Join Us
So, why should you join the Financial Independece Mastery (FI|Mastery) Journey?
The FI|Mastery Journey exists to help driven individuals master their journey to financial independence.
Financial Independence means different things to different people.
For some, it means retiring at age 67 without going broke.
For others, it’s about having enough money to walk away from an unfulfilling career at a young enough age to experience life to its fullest.
For me, financial independence is about balance. It’s the ability to buy back your time, do meaningful work, and ultimately live a balanced life without worrying about money.
I started the Financial Independence Mastery (FI|Mastery) Journey to better communicate with my clients and help keep their financial plans on track while enabling them to be mindful of financial blind spots and potential pitfalls along their journey.
Why should you listen to me?
Well, I’ve worked in the financial services industry since 2001.
I also run a fee-only financial planning and investment management firm.
And before starting my firm, I spent over a decade teaching other financial advisors how to talk to their clients about the economy, the markets, investing, and saving for retirement.
Today, the FI|Mastery Journey exists to help individuals do the work necessary to put their financial plans into effect, avoid financial pitfalls and ultimately know that they’re not missing any blind spots regarding their finances.
How It Works
Everything is centered around your financial plan. Each client receives a custom-tailored financial plan that includes a set schedule of tasks they must complete over the coming year to make their financial plan a reality.
This is their financial plan implementation schedule.
We then use the FI|Mastery Journey to provide our clients with specific topics to stay mindful of each quarter, like annual goal setting, tax organization, investment review, managing risk, employer benefits, and year-end planning.
Then, every month I introduce bite-sized action items that clients can take to ensure they’re doing the work to implement their plan while keeping them aware of relevant financial matters you won’t miss out on.
Finally, each week, I’ll provide market insights, reminders, tips, and inspiration to keep you moving along your path to financial independence.
What are you waiting for? Get started today and become the master of your own financial independence journey?