Our Planning Process

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.

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 are suitable.

IMPLEMENTING THE STRATEGY 

After careful consideration, you agree upon the appropriate 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.