GUIDING YOUR FINANCIAL PURSUITS WITH YOUR ACTIVE LIFESTYLE AND ALIGNING WITH YOUR ADVENTUROUS SPIRIT
CREATE AN INSPIRED FINANCIAL FUTURE
About the Four Points Wealth Process
Introduction
Discovery Session
Investment Strategy Proposal
Implementation
Introduction
Discovery Session
Wealth Management Proposal
Observations and Analysis
Action Steps and Implementation
introduction
Success lies in building relationships with people who share your values. An introductory call with the Four Points Wealth team allows you to dip your toe in the water to see if we are the right partner for you, as much as you are for us. During this short call, you will learn about our process while we learn more about your unique financial situation. If there’s interest from both parties, we’ll move on to the Discovery Session.
discovery Session
The investment management Discovery Session is where a Four Points Wealth advisor will learn about how your investment journey has gone up to this point. This approach allows us to identify what’s most important to you so we can create a goals-based investment strategy that will work for you.
Investment Strategy Proposal
The Investment Strategy Proposal phase will walk you through the investment strategy so you can understand how each piece of the investment puzzle fits to meet your goals. This is an opportune time to ask questions and dive into your implementation plan.
Implementation
Once we’ve identified what strategic direction is best for you, it’s time to start the journey. Leveraging technology, Four Points Wealth will begin implementing the investments to make sure the transition is as smooth as possible. We’ve got your back.
Action Steps and Implementation
The final step of the financial planning process with Four Points Wealth is to create actionable steps to implement your financial plan. You will get guidance, solutions, and help on how to start on the best-recommended path to financial success. You won’t be forced to read between the lines or try to guess what we’re doing; we build out an action plan to accomplish together.
Introduction
Success lies in building relationships with people who share your values. An introductory call with the Four Points Wealth team allows you to dip your toe in the water to see if we are the right partner for you, as much as you are for us. During this short call, you will learn about our process while we learn more about your unique financial situation. If there’s an interest in both parties, we’ll move on to the Discovery Session.
Discovery Session
A Discovery Session with Four Points Wealth includes an hour-long call (in-person or via video) where you’ll have the chance to share your financial story with an advisor and dive deeper into our customized planning processes. We will also gather some basic facts and information that will guide the Wealth Management Proposal during this meeting.
Wealth Management Proposal
The Wealth Management Proposal stage is a crucial step in building a strategy for financial success. In this stage, a Four Points Wealth advisor will walk you through the various planning techniques to help create a customized, comprehensive financial plan — based specifically on your needs. As with any new regimen or service, there is not a one-size-fits-all solution, which is what makes Four Points Wealth better than the average robo-advisor.
Observations and analysis
Once we know where you’re starting and the basics of your financial situation, a Four Points Wealth advisor will find any financial blind spots and create a plan that fills in the gaps to get you to the financial security and life you envision.
Action steps and implementation
The final step of the financial planning process with Four Points Wealth is to create actionable steps to implement your financial plan. You will get guidance, solutions, and help on how to start on the best-recommended path to financial success. You won’t be forced to read between the lines or try to guess what we’re doing; we build out an action plan to accomplish together.
ready to start the process?

THE FOUNDER OF FOUR POINTS WEALTH MANAGEMENT
When I first started my financial advisor career, I was faced with a daunting task — helping a generation of investors recover from the greatest financial catastrophe since the Great Depression. It was 2009, and I was beginning to see how investor behavior created disastrous outcomes. People were fearful, skeptical, and outright afraid of investing.
I honed my approach to wealth management by watching and learning from large investment institutions, smaller financial management firms, and veteran advisors, but when I decided to pioneer Four Points Wealth Management, I wanted to take a different approach to financial planning and investment management. Instead of applying old school or traditional thinking, I applied a modern twist to wealth management. Four Points Wealth’s truly fiduciary approach to financial services gives all of our clients the confidence that they are getting the most value for their money.





Best Beer after a bike ride: the COLDEST beer you have

Sport to watch: Hockey