Our Process
Utilizing Technology and Our Expertise
to Collaborate With Our Clients
Through in-depth analysis, we help you better understand your goals, how much time you need to reach your goals, and if
you’re on track based on your level of risk. Our process focuses on seeing the full picture of your financial situation, so decisions are optimized and not made in a vacuum.
Discovery
Evaluate
Here, we spend some time getting to know you and the things you value most. We’ll work together to gather data to help gain a better understanding of your current objectives, values, and risk tolerance. With this information, we can better understand your goals and challenges and ensure that we’re working together to help you reach them.
Collaborate
Design Plan
Here, your advisor will delve deeper to align your investment objectives with the long-term goals of your plan. We’ll demonstrate how various choices impact your overall plan by mapping out different scenarios. Our interactive planning software allows us to have a collaborative discussion, change variables in real time, and explore the impact together. After exploring potential strategies, we’ll solidify the best approach to meet your needs. A financial plan is a lot like a personal business plan —it helps prioritize short-term and long-term goals, all while providing guardrails to identify your limitations.
Engage
Execute
Once we present your plan and decide to move forward, our team moves into execution and puts the strategy to work. This includes implementing our investment approach, adjusting or rebalancing your existing plans to match your established risk tolerance and retirement timeline, establishing any new accounts needed, and engaging other professionals as needed (e.g. insurance brokers, CPAs, estate planning attorneys, etc.) You’ll also enjoy the many benefits of being a StrategicPoint client with weekly market updates, client-exclusive events, and actionable, proactive announcements regarding social security, tax legislation, RMDs, and other variables that could affect you.
Review
Adjust
Whether it’s your personal life or the economy, things change. All investment strategies evolve over time. At your annual meeting with your advisor, you’ll review your plan and make adjustments as changes develop. As laws are ever-changing, and the market is always moving, continual education is crucial. StrategicPoint will perform ongoing monitoring of your plan, helping you navigate market changes and make tweaks to your plan when necessary to keep your goals on track.
Here's How We Get Started
01
Schedule a Complementary Meeting
Contact us at (800) 597-5974 or info@strategicpoint.com to schedule your initial meeting. During this meeting, you’ll meet with your advisor and review your investments, risk tolerance, and any other immediate financial concerns you may have. We will describe our services and costs, and have you confirm your desired terms of engagement.
02
Uncover Opportunities
At the second meeting, after a thorough analysis of your personal and financial circumstances, we will present your completed financial plan and discuss any immediate action steps we believe will be in your best interest. We will also describe our investment management process in more detail.
03
Review Your Options
At this point, you’ll decide whether or not to engage StrategicPoint in asset management. To learn more about our fee structure, visit our fees page.
04
Implement Your New Plan!
Welcome to StrategicPoint! Our team will welcome you with all the information and tools you need to stay up to date with any market and economy news, client-exclusive events, and changes that could affect you.
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Our Process
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experience, learn more about how our process works.
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