Helping you remove the hassle of properly coordinating all of your financial affairs, so you can live a happier life and enjoy retirement.
Your Personalized Financial Planning Experience
At Towerpoint Wealth, we understand that not everyone needs a financial advisor to walk with them every step of
the way. But everyone can benefit from a clear, customized road map to financial freedom and success.
Our structured financial planning process is designed to give you exactly that: personalized guidance rooted in your
goals—not generic advice. Whether you’re looking for a one-time plan or ongoing insights, we’ll help you gain clarity,
confidence, and control over your financial life.
Using powerful tools like RightCapital®, we help you visualize your future and make smarter financial decisions
Tailored Guidance for Where You Are—and Where You’re Going
Who Is Our Financial Planning Built For?
At Towerpoint Wealth, we understand that not everyone needs a financial advisor to walk with them every step of
the way. But everyone can benefit from a clear, customized road map to financial freedom and success.
Our structured financial planning process is designed to give you exactly that: personalized guidance rooted in your
goals—not generic advice. Whether you’re looking for a one-time plan or ongoing insights, we’ll help you gain clarity,
confidence, and control over your financial life.
Using powerful tools like RightCapital®, we help you visualize your future and make smarter financial decisions
The Young Professional
You’re in your late 30s or early 40s, building a serious career and starting to see your hard work pay off. Maybe you’re contributing to your 401(k) or stock compensation plan, but you’re not entirely sure if you’re on the right path.
The self-starter
You’re financially confident and prefer to stay in control—but you value expert advice when it counts. You don’t need full-time support, just a clear roadmap and a trusted partner when questions arise.
The Life-in-Transition Planner
Big life changes bring big financial questions. Whether you’re starting a family, buying your first home, or leveling up in your career, your financial decisions now can shape your future in major ways.
The Retirement Prepper
You’re 5 to 10 years away from retirement—and it’s starting to feel real. You’ve saved consistently, but now you’re asking the big questions: Am I truly ready? What am I missing?
EASY 4-STEP SOLUTION
Our 4-Step Process to
Financial Success
STEP
01
Discovery
Understanding
What Matters Most
We begin with a conversation—not a calculator.
What are your values, goals, and lifestyle needs?
We’ll learn about your finances, family, and vision for the future so we can tailor every recommendation to your priorities.
What Matters Most
We begin with a conversation—not a calculator.
What are your values, goals, and lifestyle needs?
We’ll learn about your finances, family, and vision for the future so we can tailor every recommendation to your priorities.
STEP
02
Plan
Creating Your Interactive
Financial Roadmap
Next, we build a detailed financial model using RightCapital®, a powerful planning tool that helps us:
Project your cash flow and net worth over time
Evaluate retirement and estate scenarios Run Monte Carlo simulations to stress test your plan.
Identify tax planning opportunities You’ll receive a custom-tailored plan with easy-to-understand visuals and real-time collaboration tools.
Financial Roadmap
Next, we build a detailed financial model using RightCapital®, a powerful planning tool that helps us:
Project your cash flow and net worth over time
Evaluate retirement and estate scenarios Run Monte Carlo simulations to stress test your plan.
Identify tax planning opportunities You’ll receive a custom-tailored plan with easy-to-understand visuals and real-time collaboration tools.
STEP
03
Implement
Turning Advice Into Action
Once your plan is finalized, we help execute each recommendation:
Align investment portfolios with your strategy
Coordinate with your CPA and estate attorney
Optimize insurance and risk management Adjust retirement contributions and account structures
We make sure your plan doesn’t just sit on a shelf—it gets to work.
Once your plan is finalized, we help execute each recommendation:
Align investment portfolios with your strategy
Coordinate with your CPA and estate attorney
Optimize insurance and risk management Adjust retirement contributions and account structures
We make sure your plan doesn’t just sit on a shelf—it gets to work.
STEP
04
Review
Ongoing Support and Adjustments
Your life evolves, and so should your plan.
We schedule a 45-day follow-up after implementation, then meet twice a year to update your plan based on market trends, tax law changes, and life events.
You’ll always know where you stand— and what’s next.
Your life evolves, and so should your plan.
We schedule a 45-day follow-up after implementation, then meet twice a year to update your plan based on market trends, tax law changes, and life events.
You’ll always know where you stand— and what’s next.
Powered by RightCapital® Financial Clarity, Not Complexity
We use RightCapital®, a powerful financial planning software, to make your
plan real and relevant. You’ll have secure, interactive access to your personal
financial dashboard anytime, with features including:
• Real-time retirement readiness score
• Budgeting and spending tools
• Scenario modeling for major life events
• Visuals for estate, insurance, and tax planning
We use technology to simplify—not overwhelm—your financial life.
Tailored Guidance for Where You Are—and Where You’re Going
Discover How We Can Build a Custom Financial Roadmap
What Makes Our Approach Different?
We believe financial planning should feel empowering—not overwhelming.
Our approach is designed to give you clarity and confidence, with advice that’s
always in your best interest.
• Transparent and educational
• Personalized to your specific life and goals
• Rooted in fiduciary responsibility—your best interests always come first
• Delivered by a boutique, relationship-first advisory team
Whether you’re preparing for retirement, managing concentrated equity, or just
seeking clarity, we’re here to help.
Sample
Financial Plan
