Our Process

The First 12 Months

1. Discovery Meeting

2. Planning Meeting

3. Consolidation Meeting

4. Progress Meeting

Discovery Meeting

Castlepoint starts with an initial discussion, prioritizing listening. We inquire about your current situation, key goals, and desired risk-return balance. Then, we craft a personalized wealth management strategy through a deliberate, consultative approach.

Planning Meeting

At this meeting, you'll gain insight into your current situation and goal attainment likelihood. We'll create a tailored action plan and investment portfolio aligned with your objectives, laying the foundation for our collaboration.

Consolidation Meeting

We assist in organizing and simplifying your custodian communications, ensuring you can access account information online. Additionally, we start collaborating with your expert team of attorneys, accountants, and insurance advisors to address your advanced planning needs.

Regular Progress Meetings

Regular meetings ensure your goals and situation remain up-to-date. At your initial Regular Progress meeting, we prioritize and act on your most important advanced planning topics. Each meeting includes a review of your progress towards long-term financial goals.