We do things a little differently at FactorPoint.
Our discovery & onboarding process
When new clients go through our process, we often hear, “I’ve never been asked all this before.” That’s because we strive to dig deeper than most. We want to know everything we can about you and your financial life—both qualitative and quantitative information—so we can create a plan that is as comprehensive and personalized as possible.
Implementing your financial plan
Your plan is the crux of everything we do for you. Because of that, we expect to have a hand in every part of it. We oversee every strategy and manage every investment so that we are positioned to ensure all of it stays aligned with your big-picture vision—otherwise, you risk fragmentation of your plan that leads to unnecessary inefficiencies.
Our behavior-focused approach
We can create the best, evidence-based plan in the world, but at the end of the day, you have control over your decisions. So, part of our job is to make sure your behaviors lead to positive outcomes, not costly mistakes. That’s why we serve as financial behavior coaches—helping you remain level-headed and strategic amidst a volatile world.
