When you partner with us, you are considered a client of our entire firm and will benefit from the extensive personal and professional experience each of our financial advisors offers.

Our Planning Process
DISCOVERY | ANALYSIS | IMPLEMENTATION | ONGOING MONITORING

The Point Financial Group has built a reputation for carefully guiding generations of clients toward financial independence through a proactive, client-focused approach that seeks to align personal values with financial goals. Our experienced team applies the same consultative approach to every stage of your financial life through a comprehensive planning process that begins with:

  • DISCOVERING YOUR NEEDS
    By completing a confidential personal profile, you enable us to gain a better understanding of who you are and what you seek to achieve.
  • ASSESSING YOUR STATUS
    We provide a detailed analysis of your finances, then determine how to establish suitable long-term financial goals.
  • PREPARING A PLAN
    We develop a selection of appropriate strategies and offer recommendations as to which suit you best.
  • IMPLEMENTING THE STRATEGY
    After careful consideration, you agree upon the best course to take and we put your personalized plan into action.
  • MONITORING PERFORMANCE
    We maintain consistent communication with you as we carefully observe your portfolio and make any necessary adjustments.

WealthVisionSM, our innovative web-based planning system, can provide you with a comprehensive view of your entire financial picture, consolidating and integrating the various areas of your financial life in real time, 24/7. Watch our short video to learn more.