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As a successful executive, you have untold demands on your time.

As a successful executive, you have untold demands on your time.

When business calls, your personal life sometimes takes a backseat to your professional priorities. That leaves little time in your demanding schedule to manage your financial affairs. Lost opportunities, or delaying decisions, can have severe consequences down the road. Are you ready to change it up?

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Simplifying money by design ®

is the pursuit of achieving financial security to enjoy a fulfilling life lived intentionally.

We believe that lifetime wealth allows families to live life intentionally, with purpose, passion, and peace of mind. For your life, this can happen for you through a lifelong approach which includes:

Our Process

Confidence in having an experienced advisory team to implement, maintain, and adjust your plan.

Our History

Knowing you have a financial life planning process in place and advice you can trust as your life unfolds and your needs evolve.

Our Values

A consistent review process to help you on your path to lifetime wealth and peace of mind.

Life is a lot more fulfilling when you're part of the 5 POINT family. 

Our team of CERTIFIED FINANCIAL PLANNING professionals™ will listen to your goals, help organize and simplify your money, and educate you along the way. We'll set a clear path to reach your lifetime milestones with guidance and tools every step along the way. Process, confidence, and peace of mind are what we offer.