Anchor Point Financial Planning LLC

The firm focuses on individuals and families navigating major life transitions—including divorce, widowhood, inheritance, remarriage, and retirement—as well as high‑income professionals in the accumulation phase (often described as “HENRYs”). It provides fee‑only comprehensive financial planning on both project and ongoing bases and offers investment management services for clients who seek discretionary portfolio oversight.

Investment advice emphasizes personalized asset allocation, the principles of Modern Portfolio Theory, and a mix of passive and active vehicles (stocks, bonds, mutual funds, and ETFs), with the option to use outside managers and model portfolios. The firm implements model‑based solutions and third‑party managers through institutional platforms (including Schwab’s Model Market Center, SEI, XY Investment Solutions, First Trust, and Orion Portfolio Solutions) and may customize models to client preferences while monitoring portfolios for suitability.

Notable differences from many peers include an explicit practice focus on divorce financial planning supported by a CDFA® credential and integrated as a Platinum service tier, and a fee‑only operating model that discloses no third‑party sales compensation. Although it lists one advisory professional, the firm is not structured as a solo practitioner and operates with additional staff/support capacity; it is also newly formed and, as disclosed, had no assets under management at the time of the filing.