We're here to partner with you on your journey

Whether you are looking to get your finances under control, advancing in financial complexity, or your retirement is in the immediate future, we have a customized plan that will fit with where you’re at.

Pointed Growth

For individuals who are getting familiar with personal finances and the action steps that they should be taking to work toward a secure financial future.

$100/month

Includes:

Everything listed in the chart below under the Pointed Growth column.

Pointed Acceleration

For individuals who are advancing in financial complexity: kids, increasing incomes, aging parents, highest income earning years, approaching retirement.

$200/month

Includes:

Everything listed in the chart below under the Pointed Acceleration column.

Pointed Decision

For individuals that are facing retirement in the immediate future and are getting ready for decisions around pensions, social security, and account withdrawal elections.

$300/month

+ One-time $1,000 planning fee

Includes:

Everything listed in the chart below under the Pointed Decision column.

Resources included in all plans

AdviceWorks Client Portal

Education Suite

Interactive Financial Calculators

Goal Planning

All in one place account linking

secure document vault

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budget and expense tracking

Pointed Growth

Pointed Acceleration

Pointed Decision

Employee Benefits Package Review

Insurance needs analysis

debt reduction strategy 

emergency fund plan

budget and cash flow creation

401(k) Investment Selection

mortgage refinance opportunities

major purchase consultation

retirement plan development

collage saving strategy

tax plan

(in coordination with your accountant)

estate plan

(in coordination with your attorney)

Financial Plan*

Retirement income outline

pension maximization strategy

required minimum distribution strategy

social security analysis

legacy plan

charitable giving plan

*Immediate, one-time analysis of your current financial picture to lay the foundation for on-going advice and implementation of financial planning strategies discussed. Plan cost is reduced by 30% for Pointed Decision clients.

Pointed Growth

For individuals who are getting familiar with personal finances and the action steps that they should be taking to work toward a secure financial future.

Pointed Acceleration

For individuals who are advancing in financial complexity: kids, increasing incomes, aging parents, highest income earning years, approaching retirement.

Pointed Decision

For individuals that are facing retirement in the immediate future and are getting ready for decisions around pensions, social security, and account withdrawal elections.