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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.

Meet the Team!

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.

Start the Conversation today!

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.

“There are dreamers and there are planners; the planners make their dreams come true.”