Your journey to success is unique.

Our Process

You need a process focused on you.

A Process Designed to Focus on You

No matter how you define financial success, we will be with you every step of the journey. Our process is designed to guide you through the development and implementation of strategies that adapt as your life changes, in a way that serves to help you prioritize what matters.

Initial Introduction

Our relationship with you begins from the moment you schedule an initial consultation.  We'll connect you with an advisor qualified and suited to handle your unique situation.  We will explain the services that we provide, the compensation structure, and the framework of how we will guide you in making financial decisions that are in your best interest.


It is as important for you to get to know your Basepoint Wealth advisor as it is for them to get to know you.  Whether you are looking for a financial check-up, determining a path to retirement, evaluating ways to maximize your income once you stop working, finalize an estate plan, or work through a complex business sale, we will help you identify and define your goals to personal financial success.

Data Gathering & Analysis

Once we understand your goals and needs, we'll dig in and begin developing strategies and plans to guide you on the path to success.  We'll assist you in gathering critical information and analyze it closely using a combination of powerful tools and highly-trained professionals as we look closely for opportunities to strengthen your financial future.

Strategy Presentation 

After exploring every possible opportunity, we create a personalized plan that will serve as a road map toward your financial success.  Your advisor will leverage highly interactive tools to explore and explain strategies to you that will deliver maximum benefit to your financial situation.  Once you and your advisor agree on strategies that make the most sense, you will receive customized recommendations on action steps in order to act on the plans you've discovered together.


We aren't going to just hand you a big binder of charts and plans and wish you luck.  We work with you to identify the best path forward for implementing your strategies to ensure that "best intentions" turn into "best outcomes".


One of the most important - and often overlooked - roles that your Advisor plays is monitoring and tracking process on your path to success.  As you near milestones, achieve goals, or deal with curveballs in life, your Advisor will work with you to adjust your plans accordingly.

Our Services

Learn more about what we can do for you.

Our Team

Meet our team of professionals.

Request an Appointment

In a brief introductory conversation we can get to know you, your situation, and then connect you with an advisor that best fits your needs and goals.

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