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Financial Planning

Posted on Friday, July 23, 2021 in Wealth Management

Your financial planning needs are unique, and no two plans are alike. We will listen to your needs and customize a plan for you. We make the process simple and use personalized strategies to help you identify and work toward your goals. Whether you’ve never had a financial plan or it’s time to dust off and update a 20-year old plan, we are here to help.

What does Financial Planning Mean?

Financial planning is a term that is often used and it means different things to different people. From budgeting, to planning for retirement, to saving for education, to managing your taxes and your investments, “finances” doesn’t mean just one thing for all—and “financial planning” means much more than just investing. Bringing all the pieces of your financial life together is a challenging task. At First Point Wealth Management, we take a very comprehensive approach to financial planning, and we believe it is the key to providing a solid financial foundation.

We also realize that financial planning is very personal and unique to each person’s situation. We believe developing a comprehensive financial plan that keeps you on the right track to helping you pursue personal economic fulfillment is crucial. Financial planning takes the guesswork out of managing your finances and helps you understand the implications of each financial decision you make. Everyone has different goals, so it’s important to have a unique plan that works for you and your financial situation, providing you financial confidence.

In a nutshell, comprehensive financial planning integrates six key steps to assure the best use of your resources in pursuing your goals.

  • Set clear goals
  • Gather pertinent information related to those goals
  • Evaluate your current financial picture
  • Develop solutions to help you pursue your goals
  • Create an action plan for implementation
  • Review and revise the plan as life changes
Why Choose First Point Wealth Management to Help You with Financial Planning?

One of the most important roles our advisors at First Point Wealth Management is that we will help you discern your goals. Once you have identified the goals that are most valuable to you, we recommend solutions to help you most effectively and efficiently pursue those goals. We utilize our entire team of experts to provide the most prudent advice that we can, and with many financial plans, we will team up with your attorney, accountant or other professionals.

Although many professionals may call themselves “financial planners,” Our First Point Wealth Management CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. We understand all the complexities of the changing financial climate and will make recommendations in your best interest. Our ultimate goal is to work with our clients, so they are confident and assured they have all things in place to plan for their financial future.

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First Point Wealth Management is not a registered broker/dealer and is not affiliated with LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following state: AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NE, NM, NV, NY, OR, PA, SC, SD, TX, VA, WA, WI

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. First National Bank and First Point Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using First Point Wealth Management, and may also be employees of First National Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First National Bank or First Point Wealth Management. Securities and insurance offered through LPL or its affiliates are:


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