Our Process


The goal of our introductory meeting is to ensure that your situation and needs match our expertise and services. No sales. No pressure. Just an open conversation to get introduced and see if there is a potential fit.


The “Discovery” meeting is a deeper dive into your financial situation, as well as your goals, dreams, and aspirations. We want to get to know YOU, not just your bank account. You’ll come away with increased clarity about your financial future and an understanding of what working with SwitchPoint is all about.


If you decide to engage our services, we will work collaboratively with you to turn your vision into actionable goals and recommendations by using our expertise and resources to develop a personalized financial plan.


With your unique plan in place, it’s time to take action. We will do much of the heavy lifting, while providing guidance and discipline each step of the way.


As your life evolves, we will continue to meet regularly to fine-tune and adapt your plan, while providing you with state-of-the-art technology and education to keep you on track.


Ultimately, our goal is to simplify your financial life and give you confidence that you are on track to meet your goals so that you can focus on what matters most