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Your portfolio shouldn’t be based on a quiz.

Institutional-grade precision. Personal-scale planning.

The 60/40 model is built for scale, not for you.

We replace arbitrary risk scores with a time-horizon matching strategy—assigning a specific "use-by" date to every asset so you always know which dollars are for today and which are for the decades to come.

Strategy starts with your "When," not your "Score."

By assigning a time horizon to every dollar, we eliminate the anxiety of market volatility. You’ll always know exactly which bucket is funding your life today, and exactly how long the rest of your wealth has to grow.

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Doug Oosterhart, CEO and CERTIFIED FINANCIAL PLANNER™

Trade "what if" for a clear "what’s next."

Make the most of your wealth.

LifePoint Planning, PLLC (“LPP”) is an SEC-registered Investment Adviser offering advisory services in the United States of America.

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