Our Process

When you start working with us, you may be very clear about what you want or would like help gaining clarity around a vision. Our process can help you, regardless of where you are, by either affirming and articulating what you want or gaining clarity around your priorities and vision. That requires us to be genuinely curious about you. Our focus is asking the right questions and truly listening to you. Getting to know what makes you tick is what makes us tick.

Client Outcome Truepoint

You are uniquely you. There's no one else like you. Developing a deep and meaningful understanding of who you are and what you want most in life is our core responsibility, and essential to helping you create and maintain the life you want.

Where Your Money Meets Your Life

Discovering Your Why

Identify what matters most to you – we’ll discuss your values, beliefs, goals, concerns and major transitions
Collect any financial data – while we want to build a deep and meaningful relationship with you, we know that the numbers are still important

Articulating Your Vision

Connect your vision and goals with your financial resources – in this phase, we’ll be able to truly evaluate your financial ability to meet your goals
Determine an investment strategy to support the plan – the portfolio allocation is determined by what you want and need in the short and long term (and not based on some arbitrary number)

Refining Your Plan

Meet your wealth management plan – here you will see it all come together where we tie your goals with our financial capabilities (estate, tax, portfolio management and financial planning)
Continue to enhance and refine plan – we have a deep set of tools that help clarify what is most important to you, which further ensures that financial resources are being deployed the right way

Implementing Your Plan

Meet regularly – we want to be sure to address all areas of your financial life in order of priority while maintain the flexibility to pivot when your circumstances change

Want to learn more about what it’s like
to work with us?

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Curious how our process leads to your unique life plan?

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