Inspiring Confidence

Creating your financial future with confidence.

Our Approach to
Financial Confidence

You are unique and your financial plan should be, too. There are no cookie-cutter solutions to achieve your goals.

We personalize financial plans with you to help guide strategic long-term decisions that manage life’s transitions, minimize tax, and mitigate risk while building wealth.

Learn how we can inspire your financial confidence.

The FocalPoint Difference

Meet Our Dedicated Team

Get to know our team who will partner with you to personalize your financial plan.

Beyond the CFP®. Our team combines a wealth of experience, knowledge, and diverse credentials to create your financial plan.

Meet the Full Team
Our Credentials

Planning for

Business Owners

Business owners face financial complexities. We understand how to integrate personal and business objectives for sole proprietors and incorporated business owners.

Explore Planning For Business Owners

Professionals

Professionals have duties and obligations defined by their registration, regulation, and licensing. We understand how these additional responsibilities impact your financial choices.

Planning for Professionals

Families

Families face a wide range of financial issues as they navigate stages of life and pursue financial stability and long-term goals.

See Planning For Families

Women and Wealth

Women face unique financial challenges that stem from life circumstances, roles, and responsibilities. So having the confidence to make financial decisions for a secure future is important.

Learn About Separation or Divorce Planning

Explore your Path to Your Personalized Financial Plan

A Personalized Financial Plan is informed by your unique financial goals.
Book a free complimentary consultation to see if our partnership is the right choice for you.

Schedule Your Consultation
Call Us at 250-863-2952