Our Philosophy

LongPoint Financial Planning believes everyone has dreams and the desire to prosper – financially, as well as in all other aspects of their life. Oftentimes, however, people do not know how to create the plan that will best put and keep them on the right course. LongPoint Financial Planning helps clients make and keep this connection by providing professional financial planning and investment advice for everyday life, tailored to each individual's specific needs.

With today's hectic pace and ever-changing investment landscape, one can quickly lose sight of their financial goals and key life objectives. This can lead to feeling disconnected from daily life and the dreams you ultimately hope to see come true. Add to this the constant barrage of information (some reliable and some not!) from thousands of media sources and self-appointed “gurus”, and it becomes quite difficult for anyone to ascertain what is relevant to their unique set of circumstances and what is simply a generalization for public consumption.

LongPoint Financial Planning (LPFP) works with each client to sort it all out. We are available to answer a simple question or to create a comprehensive analysis of several interrelated issues. Because we are a fee-only firm, our advice and recommendations are not influenced by commissions on financial product sales. In addition, because we are willing to work with you on an hourly, as-needed basis – without account minimums or net worth requirements – professional advice and guidance are now available to anyone who seeks it. We accept no referral fees so all potential conflicts of interest regarding compensation are removed. You are in control of the process and the cost.

By embracing the planning process and working with an independent consumer advocate, you set a course for achieving your life goals. You will better understand the tangible objectives such as how much money you will need to save to pay for your children's education(s) and your own retirement, the level of insurance you should carry to best protect yourself from catastrophic events, and the estate planning options available if you wish to leave a legacy. But equally important, with LongPoint Financial Planning guiding you, things will seem simpler and under control. You will gain a better understanding of your own personal financial situation, resulting in lower anxiety and greater peace of mind that your dreams can prosper if planned for properly .