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Philosophy & Strategy

Philosophy, Strategy, and Sacramento Financial Planning

Towerpoint Wealth is a comprehensive Sacramento financial planning firm who believes the essence of money is simply that it is a means to an end. And engaging in a thorough and ongoing consultative process with you forms the cornerstone to help you to properly coordinate all of your financial affairs. We are unable to consider being prescriptive without first having a full diagnosis – the better we understand who you are, your hopes, your dreams, your history and background, your fears, your motivations, and the vision you have of your family’s future, the sounder and more customized your plan and our expert counsel will be. Put more succinctly, our Sacramento financial planning advisors have a sincere interest in who you are and what makes you tick.

We will learn about your unique history, and help and challenge you to clarify your distinct goals, values, and dreams, rather than simply inquiring about your balance sheet. We seek personal insight into your life in order to understand the role money plays for you. By adding our professional financial planning and wealth management expertise and wisdom, we will coach you towards your personal goals and financial peace of mind.

While it is filled with acute events along the way, life is a journey. People are not static, financial circumstances are not static, and Towerpoint Wealth’s work, management, and planning are not static either. We believe having a plan and a relationship with a firm who understands that we are all in a constant state of change is essential and that proactively monitoring and revising (without micro-managing) your plan along the way is necessary for success, and ultimately, the peace of mind that true financial independence brings.

Wealth Management Process
Financial Planning Process
Wealth Management Philosophy
Responsible Investing
List of Needed Documents

Are you searching “certified financial planner near me?” You’ve found Sacramento independent financial planner Joseph Eschleman, as well as certified financial planner Steve Pitchford, CPA, CFP®, our entire independent wealth management team.

We serve clients primarily in the Northern California region. Glad you’re here! Please contact us with any questions you have about our wealth management services.

Sacramento Financial Planning | Towerpoint Wealth Financial Process

Sacramento Financial Planning Philosophy And_Strategy | Towerpoint Wealth Family

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