Process

The Action Path

For most people, finding the time, the resources and the veteran expertise to get financial affairs squared away is daunting enough - but for those in a life or business transition, the stakes couldn’t be any higher. To support your journey, we’ve developed The RightPath Financial Process™, a unique, two-path approach to financial planning and action based on each client’s individual needs.

At 4-Point Financial, we meet you where you are, and help you how you need us to, no matter your preference. The RightPath is your path.

The Action Path

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The Action Path

If your needs are more tactical and immediate.

Step 1: Insight Interview

How can we create the greatest impact on your financial confidence, your sense of momentum, or financial priority list? In this first meeting, we get to know one another and define which path is best for you.

Step 2: Tactical Overview

We provide visibility about where you stand today and what impact our actions will have. We offer general guidance and then address the Insight Interview most suitable recommendations.

Step 3: Precision Activity

We enact our proposal with swift and precise action and provide rolling communication to ensure total confidence with the process.

Step 4: Accomplishment Review

We connect once you’re in receipt of your financial product or solution to ensure there are no loose ends. We answer questions and finalize this first project.

Step 5: Periodic Connection

We schedule meetings to address issues or questions that arise, and help our clients identify and capture opportunities as they come up.

 

The Planning Path

If you first desire comprehensive financial planning to address the next chapters of your life.

Step 1: Insight Interview

How can we create the greatest impact on your financial confidence, your sense of momentum, or financial priority list? In this first meeting, we get to know one another and define which path is best for you.

Step 2: Impact Assessment

Now that we’ve agreed to build a plan for you, we review goals and better outline your unique financial needs. We jointly identify the financial projects that will have the greatest impact and agree to the best order of priority.

Step 3: Clarity Presentation

We present total financial transparency about where you stand today by looking at assets, liabilities and cash flow. Then we portray new models for your future financial life and how we’ll organize and develop them.

Step 4: Plan Activation

We implement your plan with total attention to detail, focus and project timeline accountability. Each financial project is planned out, communicated and executed.

Step 5: Periodic Connection

We schedule meetings to address issues or questions that arise, and help our clients identify and capture opportunities as they come up.

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