About FivePoints

About FivePoints

About You

You recognize that the ultimate goal in life is freedom. Freedom to pursue your passions, discover your purpose, and find fulfillment. You understand that money is simply a resource on the path to financial freedom and not the end goal. Embracing this mentality is the first step toward reaching this objective.

"Wealth is the ability to fully experience life" -Henry David Thoreau

Our ultimate goal is to uncover what is truly most important to you and determine your 'why'. We can then begin to formulate a plan to achieve your dreams. We are passionate about helping our clients in their pursuit of financial freedom and would welcome the opportunity to assist you in your journey.

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Why Start FivePoints Financial Planning

FivePoints Financial Planning was founded on the idea that people can accomplish more in life than they themselves believe is possible, whether due to financial constraints or societal norms. Want to start a business? Want to work reduced hours to spend more time with your children? Can I really afford to donate 10% of my income to charitable causes? We believe that with thoughtful planning and discipline it is possible to make scenarios like these a reality.

We strive to be an approachable resource for those seeking financial guidance. We want to eliminate the stigma around traditional financial services. When you work with us, you can expect a collaborative environment consisting of conversations focused on helping you find your ‘why’ as it relates to money.

At FivePoints, we believe transparency is imperative to any relationship, thus we work with clients on a fixed-fee basis, based on a combination of income, net worth, and complexity. We do not have any account or asset minimums and we do not accept commissions of any kind. It is our goal that in working together we are able to provide the value you expect and to be viewed as a trusted partner in your financial journey.

Have a Question?


You can contact us with any questions you have or help that you may need.

Contact FivePoints

About You

You recognize that the ultimate goal in life is freedom. Freedom to pursue your passions, discover your purpose, and find fulfillment. You understand that money is simply a resource on the path to financial freedom and not the end goal. Embracing this mentality is the first step toward reaching this objective.

"Wealth is the ability to fully experience life" -Henry David Thoreau

Our ultimate goal is to uncover what is truly most important to you and determine your 'why'. We can then begin to formulate a plan to achieve your dreams. We are passionate about helping our clients in their pursuit of financial freedom and would welcome the opportunity to assist you in your journey.

Image

Why Start FivePoints Financial Planning

FivePoints Financial Planning was founded on the idea that people can accomplish more in life than they themselves believe is possible. Want to start a business? Want to work reduced hours to spend more time with your children? Can I really afford to donate 10% of my income to charitable causes? We believe that with thoughtful planning and discipline it is possible to make these scenarios a reality.

We strive to be an approachable resource for those seeking financial guidance. We want to eliminate the stigma around traditional financial services. When you work with us, you can expect a collaborative environment consisting of conversations focused on helping you find your ‘why’ as it relates to money.

At FivePoints, we believe transparency is imperative to any relationship, thus we work with clients on a fixed-fee basis, based on a combination of income, net worth, and complexity. We do not have any account or asset minimums and we do not accept commissions of any kind. It is our goal that in working together we are able to provide the value you expect and to be viewed as a trusted partner in your financial journey.

Have a Question?


You can contact us with any questions you have or help that you may need.

Contact FivePoints