Navigating Your Financial Roadmap Starts Here

Find out where you are and where you should be headed next.

The financial planning process can often make people feel overwhelmed as they don't know where to start or what steps they should take next. The Point 32 Financial Planning Roadmap is designed to help clients easily answer the following questions:

Where am I currently in my financial planning process?
Where should I be headed next?
How do I get there?

See below for key pieces of our Financial Planning Roadmap to determine where you are and what you need to focus next.

1. Get Organized

Determine where all of your accounts are and make sure you have access to them
Determine total assets and liabilities

2. Set Goals

What do you want to accomplish
Do you have any major purchases you are saving up for?
How do you track your progress?

3. Manage Spending & Debt

Track your monthly take-home income vs expenses
Determine if your income supports your lifestyle
Create and implement a plan to pay off high-interest debt

4. Plan For Tax Season

Reduce taxable income through investing
Keep all relevant documents together
Find strategies to reduce your tax bill

5. Save

Create an emergency fund for the unexpected
Plan for retirement/your nest egg
Plan for college

6. Preserve

Estate planning
Life insurance
Disability insurance

At Point 32 Investment Partners, we want you to feel confident about not only where you are right now financially, but where you are headed. This is why we offer complimentary assessments to help reduce financial stress, increase confidence and start building a future you can be excited about.

It's never too late to get started. We will help pinpoint where you are on the Financial Planning Roadmap and provide some clarity on what your steps should be.

Ready To Get Started?

FIll out the form below or give us a call about setting up a complimentary, no-obligation 15-minute consultation.