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<\/h4>\n<\/h4>\nFourth Point Wealth developed and utilizes a system for financial planning and goal setting that we call the Anchor FORMula. At the intersection of things we can control and things that matter to you is the sweet spot of where we’ll work together. Here’s the process.<\/strong><\/p>\n A FIT Meeting gives you a chance to get to know us, our philosophy, process & people. It also gives us a chance to learn about you, understand your concerns and goals, and how we can help guide you toward your financial dreams.<\/p>\n If it’s a fit, it’s time to get educated. We’ll dive deep into your Asset Map to pinpoint where you are, and using our Portfolio MRI we’ll target areas needing improvement. These tools will help you gain a solid understanding of your wealth coordinates and establish our starting point.<\/p>\n Now it’s time to implement strategic recommit rations, refining your personal process forward while we focus on coaching and increasing your knowledge. The greatest value we provide is being part of your journey as you deepen your understanding and confidence. Coaching helps clear any confusion and arms you with the ability to focus on staying your course while you build trust in your investment objectives and plan.<\/p>\n <\/p>\n Fourth Point Wealth developed and utilizes a system for financial planning and goal setting that we call the Anchor FORMula. At the intersection of things we can control and things<\/p>\n","protected":false},"author":7,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"wf_page_folders":[21],"acf":[],"yoast_head":"\r\n1. Schedule a FIT Meeting<\/span><\/h2>\n
2. Organize & Analyze<\/span><\/h2>\n
3. Strategy Implementation & Lifetime Coaching<\/span><\/h2>\n
Is it a fit? <\/span><\/em>Schedule a meeting.<\/a><\/span><\/u><\/h5>\n","protected":false},"excerpt":{"rendered":"