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1.866.235.0004.3  |  Tom@FourPointsFinancial.com  |  Schedule an appointment

The Arrive with ConfidenceTM Process

Imagine your Destination

Clarify your Values, Goals, Priorities & Timelines

  • Obtain information about your financial resources and obligations
  • Define your personal and financial goals, needs and priorities
  • Gather all the necessary documents required to give you the advice you need
  • Determine our role and the services to be provided
  • Clarify our mutual responsibilities
  • Discuss the scope of the client/advisor engagement and the compensation model to be used
  • Agree on how decisions will be made

Explore your Possibilities

Discover  your Strengths, Weaknesses, Threats & Opportunities

  • Cash flow management
  • Capital needs
  • Risk management needs and coverage
  • Investments
  • Taxation
  • Retirement planning
  • Employee benefits
  • Estate planning
  • Special needs (i.e. adult dependent needs, education needs, etc.)

Reflect on your Journey

Review your Income, Expenses, Assets & Liabilities

Periodically review your progress and make adjustments required to help you achieve your goals:

  • Review your circumstances and adjust recommendations to adapt to life changes such as births/deaths, graduations, marriages/divorces, career changes, retirement, etc.
  • Review your insurance and investment portfolios to ensure appropriate product and asset allocation
  • Evaluate of the impact of changing tax laws and economic trends
  • Agree on process to monitor and evaluate whether your plan is helping you progress toward your goals.

Understand your Course

Coordinate the implementation of your Insurance, Investment, Tax & Legal strategies

  • Review alternatives tailored to meet your goals and objectives, values, and risk tolerance to select an appropriate plan of action
  • Assist you in implementing the recommendations you choose to accept
  • Coordinate as required with your other tax, legal and financial advisors
  • Establish an appropriate review cycle
  • Work together to ensure that the plan meets your goals and objectives




Schedule an appointment