Our Planning Process

Less than 1% of the nation's financial planning firms provide fee-only services on an hourly, as-needed basis to individuals from all walks of life. LongPoint Financial Planning is among this unique group of financial planners. We are proud to be serving the client first and foremost - without competing agendas or conflicts of interest.

 

Peace of mind and long-term financial security begin with a customized plan. LongPoint Financial Planning uses a structured approach to design your optimal, customized financial plan.

1. Initial Inquiry:   After reviewing the information on this website, contact us for a no-obligation “Get Acquainted” meeting. Then download and complete the Confidential Questionnaire, which you will bring with you to our first meeting.
   
   
2. Financial Assessment:   At our initial meeting, w e will gather from you the necessary information needed to understand your current financial situation and longer-term life goals. If you decide to engage our services, we will then begin developing your customized financial plan.
   
   
3. Detailed Report:   A report is prepared that includes our analysis of your current situation, our specific recommendations and a plan of action for timely implementation.
   
   
4. Planning Meeting:   Once this report is finalized, we present our findings and recommendations to you during an interactive two-hour session. At this point, you will hold a personalized blueprint, custom designed to meet your financial goals.
   
   
5. Plan of Action: Following the planning meeting, you implement our recommendations and begin working towards an even brighter financial future.
   
   
   For those clients who so desire, we offer ongoing investment advice or regularly scheduled financial consulting meetings to (1) keep your portfolio balanced and reflective of your goals, and (2) to best take advantage of current market conditions.
   
   
6. Annual Check-up:   We know that life changes, so we encourage an annual meeting to make sure you maintain your financial wellness.

As-Needed Financial Advice – A Modular Approach