redefining-financial-advice -updatedFinancial Planning
For what really matters.
Located In Indianapolis, IN. Serving Clients Nationwide.
As Seen In
Our Three Service Offerings:
Investment-analysisRetirement Planning
cash-flowCash flow.
estate-planningStock Compensation
Analysis
risk-managementInsurance & Risk Management.
documentTax Prep & Planning
Investment-analysisInvestment Management
risk-managementFinancial Planning
estate-planningEstate/Legacy Planning
cash-flowRisk/Reward Optimization.
Investment-analysisDiversification.
risk-managementLow Cost Investment Selection.
estate-planningTax Loss
Harvesting.
advicersPre-Retirees Facing Life’s Big Moments…
Whether that’s preparing for retirement, buying a house, or changing jobs we’ve helped people who’ve been where you are.
our-partnersWe’re New,
Our Partners
Are Not
Here’s just a few of the industry leaders that we work with:
charles-schwab-logo 
vanguard-logo 
xypn-logo 
bc-brokerage-master-logo-large-full-lockup-color-1-rgb-900px-w-72ppi (5) 
right-capital-logo-updated 
advicepay-logo
updated-img-bandbNight Hours.
We understand the challenges of a busy schedule. Whether you’re coming home from work, putting the kids to bed, or handling late-night errands, we’re flexible to meet when it’s most convenient for you.
Don’t Make Your Financial Decisions Alone.
Let us lead you on a new path to where you’re confident you’re making all the right decisions with your finances.
FAQs
Who do you work best with?
Individuals and couples (25-65) planning for retirement and the big life moments along the way (Changing jobs, buying a house, having kids, etc.)
Many of our clients come to us for a proven process and a fiduciary advisor who will systematize cash flow, investments, taxes, and the rest of their financial life while helping them understand when they can retire and what they haven’t accounted for.
How are my accounts invested?
We take a goals-based approach to investing. By identifying your financial goals first, we can implement investment strategies that achieve the optimal balance of risk and return. We primarily utilize low-cost diversified mutual funds and exchange traded funds (ETFs) to implement those strategies.
How do you charge?
We offer flexible pricing based on the amount of assets you need managed.
Our transparent and unique pricing is posted right on our website for all to see.
Do you have account minimums?
No.
How often do we meet?
The onboarding process for our Waypoint Method typically involves meeting 5-6 times in the first 6 months. After onboarding, we will reach out every 3 months to review and monitor strategies and your plan.
Do you coordinate with my CPA or attorney?
Yes—regardless of whether you’re working with one of our recommended professionals or your own, we’ll collaborate so your plan stays aligned.
Are you a fiduciary?
Yes. As a fee-only CFP® firm, we’re obligated to put your interests first.