Everyone Deserves a Plan. Let's Build Yours.

You’re not alone. With every life stage, your financial needs tend to evolve and become increasingly complex. It can become difficult to know what to do or who to trust to ensure that you’re on track to accomplish your goals.

At Focal Point Financial, we’ve helped hundreds of clients obtain greater confidence in their wealth management by simplifying their financial complexities into simple, actionable steps. By orienting our work around your unique values + goals, we provide clarity so that you don’t have to second guess your future.

Infographic of a pyramid divided into 4 parts surrounded by circular arrows

  1. Introductory Meeting

    Our initial conversation prioritizes getting to know you and your financial goals. You’ll also receive a clear understanding of our process and what to expect throughout our work together.

  2. Establish Priorities + Goals

    With your unique hopes, dreams, and circumstances in mind, our team will identify which areas of your finances to focus on first. Once your priorities are set, we’ll discuss what a plan of action would look like to secure your financial foundation.

  3. Review Your Customized, Values-Based Plan

    Before we take any action with your finances, we’ll review your personal plan and ensure that our team is aligned with what’s most important to you.

  4. Implement + Update Your Plan

    Together, we will put your plan in place and provide ongoing support to keep you on track for your goals. Our team will continuously monitor how your finances are performing and identify any necessary adjustments that arise as life progresses.

  5. Feel Confident + Excited About Your Future

    Having established a strong financial foundation, you’ll experience the freedom of knowing that your future will be secure, regardless of what happens around you.