Guiding You To a New Point
in Your Financial Future

CONNECT

Address:

101 Eaton Street, Suite 100-B
Hampton, VA 23669

Phone:

757-383-8181

Fax/Other:

757-383-8188

What We Do

 

To us, financial planning is not about your money, it's about your life.  We offer a consultative approach to understand what's important to you and assist you in prioritizing your financial decisions to achieve your personal lifestyle goals. 

Much like a jigsaw puzzle, you may have a "sense" of the big picture of your finances but all the pieces might be in different places.  We help bring all the pieces together to create a focused financial picture of you that is seamlessly integrated with your future goals.

 

Our wealth advisory platform includes strategic planning consultations, sophisticated financial technology, ongoing performance monitoring, and regularly scheduled milestone meetings.  We use "what if" decisioning tools to prioritze any financial implications of competing lifestyle goals. With this philosophy and framework, we map your money to your life to help you lead the lifestyle -- and leave the legacy -- you envision.

We abide by a fiduciary standard of loyalty and care, put our client's best interest ahead of our own, and provide fee transparency for all products and services.   ________________________________________________________________________________________

New Point Financial Advisors has been recognized by Coastal Virginia Magazine Reader's Choice Awards as "Best Financial Planning Company" on the Peninsula, located along the Chesapeake Bay in Hampton Roads, Virginia.

 


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

 

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck