Northern Virginia Financial Planning & Investment Advice
CFP PROFESSIONAL
The background and experience to deliver comprehensive financial planning and investment advice.
BUSY FAMILIES
GuidePoint specializes in the planning areas common to busy families and offers flexible meeting times including nights and weekends.
NO COMMISSIONS
As a fee-only firm, our only incentive is to provide detailed guidance in your best interest.
CONVENIENT
Financial planning and investment advice based in Northern Virginia; also offering time-saving and convenient virtual meetings.
RESULTS
BASED
Move beyond research and planning to action and implementation.
ACCESSIBLE
We utilize technology and efficiencies to provide a variety of affordably-priced services.
Your Path
An Even Greater Tomorrow.
I founded GuidePoint because I believe that fee-only financial planning is the road map to an amazing place – financial freedom. Financial freedom gives you the power to plan for endless possibilities. It is the power to retire early, send your kids to any college, or spend more of your precious time with the ones that matter most.
For me, this all begins by working in a transparent, fee-only manner. This means every day we are working for you and your best interests. Together we will explore valuable planning opportunities, uncover financial blind spots, and achieve an even greater tomorrow.
As a planner, one of my favorite quotes is, "The best time to plant a tree was 20 years ago - the second best time is now." If you have never worked with a fee-only planner before, I am excited to share our distinct approach with you. I offer a free 30-minute call where you can ask me any financial questions you may have. Send me an email from our contact page or directly schedule a call by selecting a time on my calendar.
