A major reason retirees are disappointed with financial services. . .
When most individuals and families seek advice on their financial, tax, insurance, investment, or legal needs, they are forced to meet with different professionals. Those professionals have their own motivations, operate in silos, and don't always have your best interest in mind.
In many cases, each of those professionals is just trying to sell their individual products or services. Or they may serve thousands of clients and customization isn't practical.
The end result is that you may have a lot of pieces of the puzzle (investment products, insurance policies, tax services, maybe even a will or a trust), but no completed picture on the front of the box to show how all the pieces are supposed to combine to form a beautiful image.
At Waypoint Financial Planning, we’re probably quite different from any other firm you’ve talked to in the past.
Our holistic planning process ensures all of these focus areas are coordinated and work efficiently together.
THE HOLISTIC PLANNING PROCESS™
Holistic planning in your best interests.
For all new clients, we engage in a 4-Step process to build your holistic plan: