Broker Check

On Pointe

Professional guidance for what’s next.

Many of the most important financial decisions happen long before traditional wealth management becomes available. Career changes, employee benefits, retirement plans, student loans, home purchases, insurance decisions, and growing families all shape your long-term financial future.

On Pointe is a membership for young professionals and growing families who want financial guidance before traditional wealth management may be accessible.

No account minimums.

No surprise fees.

Access to guidance.

Planning that evolves.

Why We Created On Pointe

Financial planning shouldn’t start at
$1 Million

The financial habits developed early in adulthood often have a lasting impact.

Decisions about retirement savings, debt management, insurance, employee benefits, home ownership, and investing create a foundation that can influence opportunities for decades.

Professional guidance shouldn't begin only after significant wealth has accumulated when it can be just as valuable while that foundation is still being built.

On Pointe was created to bridge that gap by offering ongoing access to education, strategy, and professional insight with no investment minimums.

Choose A Package That Works For You

Flexible guidance. Professional insight. On your terms.
Building wealth is about making thoughtful decisions consistently over time.

Foundations

Every financial plan begins with a foundation.
Before focusing on investment returns, it's important to establish healthy financial habits, understand employer benefits, build savings, manage debt thoughtfully, and define meaningful financial goals.

Perfect for graduates and young adults looking to create a strong foundation for their financial future.

This package includes:

  • Behavioral Financial Coaching
  • Life Insurance Basics
  • Savings Planning
  • Budget Analysis
  • Goal Monitoring
  • Credit Basics
  • Investing Basics
  • Beneficiary Reviews
  • College Fund Planning

$65 per month

Strategy

As life becomes more complex, financial decisions become more connected. Retirement planning, investment decisions, insurance, taxes, and estate planning begin influencing one another.

Created for individuals and families that have started building their retirement funds but need help putting it all together.

This package includes:

  • Retirement Planning
  • Portfolio Risk Assessment
  • Investment Audit
  • Employer Retirement Plan Assistance
  • Life Insurance Review
  • Estate Plan Guidance
  • Survivor Needs Analysis
  • Online Access to Planning Tools

$99 per month

Book A Consultation

Start building your future today.