The “Mission” in Mission Point Planning and Retirement
Our team was built to answer the two most fundamental questions that anyone has of our industry: ‘Will I make it?’ and ‘Do I have any financial blind spots?’ When you strip away all of the white noise, at its essence, these are the two most critical and profound questions that anyone has in his/her financial life.
“Question #1 asks, ‘Will I make it?’ In our 20 Plus years of experience, the vast majority of people I’ve met haven’t even defined ‘it,’ so most people don’t have a down payment on a clue whether they’re going to actually make it to all of their financial dreams, goals and aspirations.
So, the first thing our team does is go through a deep discovery process where we help you define everything you’re trying to accomplish in your financial life with a high degree of specificity. We then take everything you’re currently doing financially, lay that on top of your goals and tell you definitively whether you are, in fact, likely going to make it.
If the answer is ‘yes,’ we pat you on the back and say, ‘Congratulations, you’re well on your way.’ If the answer is ‘no,’ or ‘maybe’ (which for us is a no) we surface the shortfalls and challenges and offer you rational solutions built to get you back on-track.
“Once we’ve answered Question #1, we move to Question #2: ‘Do I have any financial blind spots?’ or ‘Is there anything I’ve overlooked that could do myself, my family or my business harm?’ Because there’s likely nothing sadder in life than marching off toward all of your dreams, goals and aspirations only to get blindsided by something you didn’t anticipate. So, our team does a 360° look at you from a financial perspective, looking for any risk exposure you haven’t uncovered. Once again, if we find something, we’re going to surface the issue and offer you rational solutions meant to close that risk exposure.
“At the end of this exhaustive journey, you will hopefully have answered the two most fundamental and profound questions you’ve ever had of my industry and your financial life, ‘Will I make it?’ and ‘Do I have any financial blind spots?'”
We act as a Retirement CFO for our clients, being a calm steward and providing independent advice on all financial matters pertaining to Retirement Planning and Wealth Management.
Our true value comes from knowing what really matters to our clients, what really concerns them and we are deeply involved in that. We go beyond the numbers to custom create and implement strategies so our clients can retire confidently.
Ultimately, we give clients the ability to answer the question… what would you do if you didn’t have to come to work every day?
Experience the Difference with Mission Point Planning
Our clients come to Mission Point because they are concerned about the following:
Why aren’t financial plans created the same way? We think they should be.
Want to find out if “your plan” can survive our MissionPoint Stress Test?