14205 SE 36th Street
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?
Turn to 5 POINT for financial solutions that fit your life.
As an executive, you need a trusted partner to help unravel the complicated financial situation of business leaders. Every business leader has a unique financial situation and goals. A one-size-fits-all fiscal approach simply won’t do. At 5 POINT, we blend active listening with seasoned financial expertise to deliver results that fulfill your vision, maximize your assets, and reduce your stress. We empower clients to be part of the process by providing information to help you get the most out of your executive compensation plans and strategies that will compliment your overall financial life.
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:
Confidence in having an experienced advisory team to implement, maintain, and adjust your plan.
Knowing you have a financial life planning process in place and advice you can trust as your life unfolds and your needs evolve.
A consistent review process to help you on your path to lifetime wealth and peace of mind.
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.
President | Founder