When clients work with Inflection Point Wealth Management, they work with advisors who care about both their investments and their future. We utilize a streamlined, efficient process to get to know our clients on a deeper level and articulate, plan for, and pursue their personal and financial goals.
- Once we meet, we establish the goals and objectives you have set forth for yourself and your family and create plans based on this foundation. We work as a team to establish why you want to take action with your finances and what those decisions will help you accomplish.
- Once we establish realistic goals, we set a customized plan in motion. We never fit our clients into a mold when it comes to their investments, but instead craft strategies specifically for their situation.
- Once your plan is implemented, we make the effort to stay in contact and keep you on track toward your financial goals. This ongoing review is crucial for the development of the relationships we have with our clients.
We echo the streamlined, efficient financial planning process laid out by the Certified Financial Planner Board of Standards. Contact us today to get started creating a financial plan aligned with your personal goals and situation.