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We have designed a process to help you (and us) make an informed and educated decision about working together.

Learning a little bit about our firm and the process will give you a framework for evaluating us and other firms you might be considering.

Here are the highlights:

No Cost Consultation
Answer Your Biggest Questions

We want to know exactly how we can help before we decide it we're a good fit.

You'll get guidance on your biggest questions regarding your financial life.

15-Minute Call

The very first step is a 15-minute "get to know each other" phone call.

Our Process

1 - Schedule a Call

A short phone call will give us both a chance to make sure your situation matches our expertise.

The call will accomplish the goal of whether or not it makes sense to continue the conversation.

2 - Discovery Meeting

It's important that we diagnose before we prescribe. A discovery meeting takes about 60 minutes and during our time we will get a clear view of where you're currently at vs. where you want to go in the future.

3 - Analysis and Review

Using your goals and our expertise, we craft a baseline plan that provides a road-map for the future. Our goal is to answer the following questions:

  • Are you on track to reach your goals?

  • How can your strategy be optimized?

  • How can your investments be improved?

4 - Take Action

We are looking for long-term client relationships, not a quick transaction. Some questions to consider:

  • Do I like, trust, and respect LifePoint Planning?

  • Do the benefits outweigh the costs?

  • Do I understand and agree with their investment approach?

  • Do their financial planning recommendations make sense?

How Do I Know If I'm a Good Fit?

We deliver the greatest value when we focus on complex situations that require our expertise. Our typical clients are:

professionals over age 50 who are on the cusp of retirement or currently retired.

diligent savers who have accumulated investment and retirement assets of $1 million or more.

people who understand that the success of their retirement is too important to be doing it themselves and value expert guidance.

Schedule Your 15-Minute Phone Call

Schedule Your 15-Minute Phone Call

If you still have a few questions, our blog might be a good resource for you.

Also, you can find our additional FAQ's here.