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