Broker Check

Mission | Vision | Values

Our Mission

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

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, excited for the new future ahead they created with our team at On Point Strategic Planning.

Our Values

Financial Innovation. There is no such thing as a cookie-cutter financial plan, our team understands that and creates personally tailored plans for each client depending on their financial dreams and goals.


Integrity. Our clients are our family. Our team is held to the highest level of ethics inside and outside of the office. We treat our clients like we would our own family members.

Flexibility. Financial plans and financial goals change, our team helps our clients stay flexible and plan for life’s unexpected detours.