We are looking for a 30+ year relationship built on trust and accountability. It is important to find the right fit.
Step 1
Fit
Meeting
- You get to meet the team.
- Introduction to our philosophy, process and fee structure.
- We get to meet you, learn about our goals and find out if we are the right fit.
Step 2
Organize & Analyze
IF IT’S A FIT:
- First, we look deeper at where you are now.
- We gather your data for your Asset Map and Portfolio MRI.
- Meet to review our analysis, set goals and formalize your plan.
Step 3
Launch the Plan
If our team & plan are right for you:
- We finalize your goals and discuss execution steps.
- Establish your accounts and Fourth Point Wealth Hub Access.
- Start a lifetime of coaching, guidance and trust.
