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A Formula That Works

Investor Freedom in 3 Steps

Fourth Point Wealth developed a system of financial planning and goal setting we call the Anchor FORMula. The intersection of things we can control and things that matter is the sweet spot of where we work together

1. Schedule a Fit Meeting

  • A Fit Meeting gives you a chance to get to know us, our Philosophy, Process & People.  It also gives us a chance to know you, your questions, goals and how we can help guide you to your financial dream.

2. Organize & Analyze

  • If it's a fit, it's time to get educated!  We'll dive deep into where you are now with our Asset Map and pinpoint areas to improve with our Portfolio MRI.  These are designed to give you a true understanding of your wealth and our starting line.  We believe that knowing where you are now helps you understand the process ahead and can help get you to your goals faster.

3. Strategy Implementation & Lifetime Coaching

  • Now it's time to implement any changes, lay out your personal process ahead and focus on coaching and teaching you along the way.  The greatest value we can provide is to walk side-by-side with you.  Coaching helps eliminate confusion and arms you with the ability to stay focused on your course and build confidence in your investments.

Is it a fit?

Schedule a meeting

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