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Personal Planning

We help you articulate your financial goals and develop a plan to help you achieve them.

Our Process

Every individual and family has different backgrounds, experiences, and needs. Taking that into consideration, the team at ForePoint walks with our clients on a multiple-step journey where we learn about you, your goals, and your fears & help you develop an understanding of where you would like to grow.

A financial planning relationship is just that; it’s a relationship we enjoy with each other.

When we have this understanding, we can then make recommendations on items such as investments, how to optimize taxes, estate planning needs, and planning as well as through retirement.

The Seven Step Financial Planning Process

Step 1

Understand your personal and financial circumstances

Step 2

Identify and select goals

Step 3

Analyze the current and potential alternative course(s) of action

Step 4

Develop financial planning recommendations

Step 5

Present the financial plan recommendations

Step 6

Implement the financial planning recommendations

Step 7

Monitor progress and update plan as necessary

Start Planning for Your Future

Contact Brad Today

ForePoint Retirement, LLC
21 Franklin St, Suite 15
Quincy, MA 02169

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