Planning Ahead

Everyone has a story. It’s what defines you. Although many chapters are written, the story itself is a work in progress. Think of FirstPoint Financial as your co-author. Wherever you are in your financial story, we can help you craft the remaining chapters.

Every story is unique. Your story is exactly that - your story. It’s who you are. And, the advice you receive should come from a deep understanding of where you’ve been and where you want to go.


HISTORY
  • Successes
  • Lessons
  • Goals attained
  • View of money
  • Experiences
VALUES
  • Priorities
  • Core principles
  • Your beliefs about family, wealth, debt and important causes
  • Meaning of money
  • Your present needs and future dreams define who you will be
PRESENT NEEDS
  • What are your personal, professional and financial needs?
  • What are the most pressing issues in your financial life right now?
  • Are there big changes on the horizon?
  • In the next 2-5 years, what might impact your financial situation?
FUTURE DREAMS
  • What must you accomplish?
  • How do you envision your retirement?
  • How will you protect your family’s legacy?
  • What have you always wanted to do?
  • Where have you always wanted to go?
Ready to learn more? Take the first step

Take the first step and start the conversation about your financial future with more confidence. Click to schedule a call with one of our advisors or enroll directly in our investment services.

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