Our Mission
To help our clients plan for life’s road bumps so they can keep their financial dreams on track.
On Point Strategic Planning utilizes holistic financial planning when we work clients. Our advisors help our clients plan for life’s unexpected, we also look to identify other areas of their life that could need attention. We have strategic partners that we can call on to connect our clients with, in order to help them fill the gaps of life. Our financial advisors truly provide a comprehensive game plan for the future ahead and hold our clients accountable to their financial goals.
Our Vision
To inspire our clients to dream dreams they never would have thought of before walking through our doors.
Our team of financial advisors have been trained to create comprehensive financial strategies that set our clients up for a future without financial boundaries. They ask questions that are thought-provoking. When our advisors ask questions that haven’t crossed our client’s minds, they are able to better prepare them for life’s curveballs. Perhaps you’re overpaying for insurance or perhaps you could be re-investing your money another way to save on taxes. The financial industry is continually changing and growing, every client deserves a customized financial plan. When it comes to financial planning, there is no one- size fits all model. Our clients often leave our office feeling empowered and excited for the new future they created with our team at On Point Strategic Planning.