WE ARE AS VISIONARY AS YOU ARE
At Four Points Wealth, we value a holistic approach to financial planning. Because we understand you want to use your wealth to your advantage—to travel, to adventure, to play—and ultimately, to enhance your life.
AN ACTIVE APPROACH TO BUILDING YOUR WEALTH
Too many people take a fear-based, passive approach to their financial goals. Our approach is not for them.
At Four Points Wealth, we don’t sit back and hope your portfolio and wealth grows. Our style is tailor-made for driven, active individuals. We understand the value of your lifestyle. We take aligned action to ensure you are able to achieve the financial freedom that keeps you moving. Because you’ve got places to go.
the Four Points Wealth Process
Our goal is to inspire our clients to view wealth management through a more mindful lens than what is traditionally offered. By aligning with your unique values and getting to the root of your financial needs, we are able to create a comprehensive financial plan that builds wealth and empowers your success.
We use a two-pronged approach that merges financial planning and investment management to maximize your goals. And we operate under a fiduciary standard, which means you know you’re getting advice that’s tailor-made to benefit you and you only.
Let’s create the kind of generational wealth that will give your family an advantage for years to come.
Introduction
Discovery Session
Investment Strategy Proposal
Implementation
Introduction
Discovery Session
Wealth Management Proposal
Observations and Analysis
Action Steps and Implementation
WHAT TO EXPECT
First, we’ll set up a 15-minute introductory call to introduce ourselves and see if we are the right fit for each other. We want you to feel excited about building this relationship. You’ll learn about our process and we’ll learn about your unique financial situation. If both parties feel aligned, we’ll schedule a time to move on to the Discovery Session. From there, we’ll dive into your comprehensive financial and investment plan.
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.
Family: Stephany (Wife), Mila (daughter), Remi (daughter), Knox (son), Rugby (French Bulldog)
Best Beer after a bike ride: the COLDEST beer you have
Sport to watch: Hockey