Inflection Point Wealth Advice and You
Why Inflection Point Wealth Advice?
At Inflection Point Wealth Advice, our mission is to help financially successful people regain control over their lives and set the stage for lasting success. We believe your wealth is unique to you and your family. You spend your whole life building it, and you want to make sure it’s well taken care of and there to support you and the people and causes you care about.
We get that, because we’re the same way, and that’s a big part of why we want to share our commitment to you:
We won’t take you for granted, ever.
We move mountains for our clients, and we believe in life-long relationships. But we also know that we get the opportunity to earn your trust every day.
When we have the opportunity to serve you, we appreciate your business, your time, and the things and people you hold dear.
We won’t ever be you, but we’ll work every day to best understand you and what is important to you and your family.
When you join us, you quickly find that we are real, caring, focused, and effective. We bring structure, strategies, and tangible planning to your financial life that delivers results. Many times, that means:
- Helping you clearly see your long-term inflection points, or the significant milestones of life you want to accomplish
- Incorporating your family values into your strategic planning
- Guiding you through the intermediate milestones required to reach your inflection points
- Identifying the financial strategies that get you to your inflection points faster and more confidently
- Regularly updating, adjusting, and enhancing your plan as life changes
- Implementing many of those action items on your behalf
- Helping you plan your taxes and working with a CPA to complete them
- Helping you coordinate potential real estate, businesses, and other assets with your long-term strategy
- Setting strategic “personal development” plans to help you continue to grow and thrive
- Creating multi-year plans for your kids to ensure they are prepared not just for wealth, but also for the values your family holds dear
- Helping you monetize and create impact with your expertise
- Implementing a “playbook” to help protect you and your family against personal, business, income, industry, and economic risks
- Welcoming you to a network of like-minded clients
- Sharing business and personal growth strategies
- Helping you consider how to best navigate a career change, new business, or retirement journey
- And much more
When we say “all-encompassing,” we mean it. If a part of your life has to do with wealth, directly or indirectly, we bring together the resources and expertise to help you make the most of it.
The bottom line: Once you join us, you become part of our client family, and we move mountains for you. That means we line up beside you for anything that comes your way because we believe that’s what you deserve.