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.

  • Successes
  • Lessons
  • Goals attained
  • View of money
  • Experiences
  • 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
  • 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?
  • 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?
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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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