Our Process

The Castlepoint path begins with a preliminary, introductory discussion where we aim to listen first. We will ask questions about your current situation, your most important goals, and aim to determine what a comfortable balance for you is between risk and return in your portfolio. Only then will we begin the deliberate and consultative process of building a wealth management strategy that’s personalized for you.

At this meeting, you’ll learn how we see your current situation and the likelihood of you achieving your goals. A specific action plan and investment portfolio that is aligned with helping you achieve your goals will be determined in this meeting. This plan forms the foundation for our work together.

It can be overwhelming to receive non-stop communications from your custodian. At this meeting, we help you organize that mass of paperwork and make sure that you know how to access your account information online. We also begin collaborating with members of your carefully selected wealth management expert team of attorneys, accountants and insurance advisors to devise solutions for your advanced planning needs.

Periodic meetings are needed to ensure that your goals or situation have not changed since our last meeting. At your first Regular Progress meeting, we’ll also prioritize and implement the advanced planning topic(s) of greatest importance to you. In every progress meeting, we review your progress toward your long-term financial goals.