GUIDING YOUR FINANCIAL PURSUITS WITH YOUR ACTIVE LIFESTYLE AND ALIGNING WITH YOUR ADVENTUROUS SPIRIT

CREATE AN INSPIRED FINANCIAL FUTURE

Too many people take a passive attitude in reaching their financial goals and live in fear of the world around them — our approach is not for them. We look to partner with driven individuals who have the grit needed to achieve massive financial growth. Our style is tailor-made for people who are committed to pursuing the type of active lifestyle that is only achievable through financial freedom. We do this with the goal of not only inspiring our clients, but helping change the way they perceive the world of wealth management. Our wealth-building programs empower our clients to identify their values and create their vision of financial success.

About the Four Points Wealth Process

Your financial success begins by creating a strong relationship with Four Points Wealth Management using a two-pronged approach: financial planning and investment management. When you work with Four Points Wealth, you can choose to combine these two processes to get a comprehensive wealth management solution, or you can utilize these services on an a-la-carte basis. We’ll help guide you through all of the necessary steps on your financial journey.

Financial Planning

Investment Management

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

ready to start the process?

Start your journey

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.