Financial Boot Camp is the first step in engaging with Anchor Pointe Wealth Management. The Financial Boot Camp is a pressure-free way to jumpstart your financial planning journey and get personalized, intentional guidance from experienced experts.
Most people don’t know where to begin when it comes to planning for retirement or other milestones. With the Financial Boot Camp, Anchor Pointe gives you a proven playbook to get started.
At the end of your Financial Boot Camp, you will have a firm grasp of your financial status, and a clear path ahead. Armed with these insights and strategies, you will be better prepared to take the next step as an Anchor Pointe Wealth Management client, and put that new financial plan into action!
Anchor Pointe’s Financial Boot Camp is a personalized planning process comprised of four key areas.
Defining The VisionAn Overview Of Your Family’s Financial Goals And Financial Plan To Achieve Them.
Diving DeeperA Progress Report Regarding Your Overall Strength In Cash Management, Debt, Insurance, Investments, Estate, And Tax Planning.
Tax Savings Road MapA Detailed Analysis Of Your Last Tax Return With A Road Map Of Tax Savings Opportunities.
Securing Your LegacyAn Estate Binder (Lifeboat Drill For Your Life) To Equip Your Family For Adversity.
Anchor Pointe’s Financial Boot Camp covers these 6 core areas: