Plan for Life Today, Tomorrow & Beyond.
At On Pointe Solutions, financial strategy is about more than managing money - it’s about realizing the vision of the life you want today and in the future. Whether you're looking to roll over a an IRA, explore retirement optimization options, make the most of your Social Security benefits, or plan for legacy giving, I work with my clients to offer thoughtful guidance tailored to your long-term goals.
My approach is designed to simplify complex decisions and help you build a strategy that supports the lifestyle and legacy you envision. With personalized retirement planning and financial analysis, we’re I'm to ensure your money works as hard for your future as you have.
4 Easy Steps for To Start The Process
1
DISCOVERY SESSION
Begin with a personalized discovery session, no matter if it is in person or by zoom. We'll delve into your aspirations, challenges, and the vision you have for your life. This session lays the groundwork for a tailored plan designed just for you.
2
BUILD A PLAN
Based on your unique needs, we'll create a customized plan. We will dive into targeted strategies.... actionable steps toward your personal goals, timelines, etc.
3
REVIEW SESSION
We will meet with you to ensure that the customized plans we have created make sense, feel comfortable, and fulfill your goals. We will work together until the plan feels right.
4
ONGOING SUPPORT
Our relationship is a long-term relationship. We will have periodic check-ins, progress assessments, and provide unlimited phone and email support to ensure that you stay on track and feel confident about your going forward in our working relationship.