907 South Friendswood Drive
Here at Waypoint Financial we pride ourselves on the long-term relationships we’ve built with our clients. Because our relationships are measured in years, we find that the Wealth Management Process is a never-ending cycle.
When we meet with potential clients, we are often asked, "What is your Process?" This page aims to provide the answer. There is a system to our practice, and when managing our clients’ assets, we adhere to it.
Below, you will find a brief overview of our six-step process.
This is your life and your money. We may challenge your thinking, but in the end, it is your money and your decision on how to invest and plan for your future.