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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.

© 2019 by LifePoint Planning, PLLC

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Lifepoint planning, doug Oosterhart, cfp near me, financial planner near me, financial planner, financial advisor near me, financial advisor, fee only, fee only financial planner, fee only financial advisor, retirement planning, retirement planner, fiduciary financial advisor, fiduciary financial planner, certified financial planner near me, zoe financial, zoe financial planner, zoe financial advisor
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