Our Planning Process

At Riverpoint Wealth Management, we act as your financial partner, advocate and guide through all of life’s big decisions. Through our diligent process, we help our clients get a clear vision of their short- and long-term goals and how to strive to attain them. Each client relationship begins with an in-depth discussion of your values and aspirations in addition to risk tolerance and experience. This helps us better understand your unique life’s plan so we can build a comprehensive financial plan to match. Not only do we focus on investment management strategies; we are there to guide you through your retirement, education, estate, insurance, and tax planning needs as they evolve. We strive to be a life-long partner helping every step of the way, from your first budget discussion for college savings to ensuring you have the proper plans in place for your estate.