Our relationship with you is as much about protecting your wealth as it is helping you shape a sustainable plan for your future. By taking a proactive approach to communication, we’re able to monitor and coach you along the way.

All our meetings can be done in person or via video conference — whatever works best for you. See our process below

Our Process Overview


This casual, structured conversation is about all that’s important to you with regard to money and life. No preparation is required.


At this stage, you and your accounts will be in sync with WorthPointe’s tools and technology, including the WorthPointe360 dashboard. We’ll show you a model of your current financial trajectory and chances for success. Alongside your current plan, we’ll present a few changes that should increase your chances. You’ll also become a WorthPointe client during this meeting!


Now that the foundation has been laid and the logistical details are taken care of, we’re ready to tackle advanced planning opportunities such as estate and tax planning, asset protection, and charitable strategies. We’ll review everything with you and make recommendations based on the information we’ve gathered. We’ll also begin building or working with your current expert team of allied professionals, such as attorneys and CPAs.

This meeting repeats each quarter as we tackle advanced planning opportunities and monitor your progress toward your goals.