A complete list of active advisors currently associated with Checkpoint Financial Planning

Warmer can help you find a great advisor at Checkpoint Financial Planning or one who fits your needs even better.

The firm provides fee-only, advice-only financial planning to individuals, high-net-worth individuals, and businesses through project-based engagements. Services cover a range of planning topics including cash flow and debt management, retirement and distribution strategies, estate and gift planning, employee benefit optimization, business planning, and investment analysis. In its recommendations the firm uses established principles such as Modern Portfolio Theory, asset allocation and passive indexing, and conducts mutual fund/ETF and risk analyses as part of financial plans. Deliverables are written reports provided after video meetings and analyses, and clients retain responsibility for implementing recommendations with their chosen custodians and service providers. Distinctively, the firm does not provide investment management, does not accept custody of client assets, and does not use percentage-of-assets-under-management fee arrangements, relying instead on fixed-fee and hourly planning engagements. The principal brings advanced quantitative and tax credentials — including a master’s in financial mathematics, the CFA charter, and enrolled-agent status — and extended experience in quantitative risk management and insurance, which informs the firm’s emphasis on risk-aware, tax-conscious, and business-oriented planning.

To learn more about the advisors currently working at Checkpoint Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.