Get to know us
We know dealing with financial matters can be stressful. We are here to make it a painless and even enjoyable experience.
Financial goals we can achieve together
Point B Financial successfully manages the financial affairs of families and small businesses requiring sophisticated and complex strategic planning. Our collaborative and supportive approach involves planning and closely monitoring results to help our clients reach their Point B.
My journey to Point B
These are the events that shaped my life and inspired me to help others secure their financial future.
My dad passed away at age 42, when I was very young, leaving my mother to raise her 3 daughters.
When my mother's financial planner visited, I never missed a meeting. She was an angel in my mother's world.
I kept a financial log as a child, which I still have today.
I have recorded every dollar ever spent since the age of 12 and invested on my own since the age of 10.
And now I get to pay it forward and take care of “my people”.
See how we can help you on your journey.