Guiding You To a New Point
in Your Financial Future

101 Eaton Street, Suite 100-B
Hampton, VA 23669
  • 757-383-8181
  • 757-383-8188

Money Doesn't Come With a Map.  Let Us Be Your Guide.

Click here to ask a question, or to inquire about our New Point Planning Network for friends and clients. 

Benefits to network members include: a private "log in" to our self-serve or advisor-guided financial technology platform, important monthly market updates, as well as invitations to webinars, wisdom workshops, and social events. 

Point Your Wealth Toward a Life Well Lived

We believe that people don't have financial goals, but rather lifestyle goals that have financial implications.  We work closely with you to understand what's important to you, what you want out of life, and what kind of legacy you would like to leave one day.  Your desire to lead a life well lived will be at the heart of all the strategic and tactical decisions in our professional partnership going forward.  Money doesn't come with a map, but we can be your guide to create one.    

Our mission is simple:  We help you chart a course that identifies the waypoints between where you are and where you want to be, organizes a picture of your wealth that's easy to understand, and weathers the uncertainty of how the economic markets work. 

Anne W. Shuford, CFP®  - Founder and President

Click here to learn more about the Certified Financial Planner™ (CFP®) designation.

The Certified Financial Board of Standards, Inc. (CFP Board) owns the CFP® certification trademarks.  Although many professionals may call themselves "financial planners," CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards.  They understand all the complexities of the changing financial climate and are held to a fiduciary standard of care to act in your best interest when providing financial planning services.  

 The CFP® certification is the recognized standard of excellence for competent and ethical personal financial planning.

Click here for all the ways to start a dialogue with us.



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