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Your First Meeting with Rod

Your First Meeting with Rod

A consultation with Rod will be as individual as your needs. The more you share about your goals, risk tolerance and financial picture, the better he's able to provide actionable advice and recommend appropriate strategies.

It is easier to make rational and important decisions about your finances when you are well informed and organized. The dedicated team at LifePoint Wealth Management, Inc. provides you with personalized investment consulting services where our first step is to understand your goals, values and vision.

Things to Consider for Your First Meeting

What is going on in your life?

  • Getting married
  • Growing your family or welcoming a grandchild
  • Sending a child or grandchild to college
  • Getting divorced
  • Planning or preparing for retirement
  • Becoming a caregiver

What are your financial goals, both short-term and long-term?

  • Save for a house
  • Save for children's education
  • Pay debt down
  • Start a new business
  • Develop a retirement plan
  • Transfer wealth to future generations
  • Establish a legacy

What are your investment questions?

  • Are you invested appropriately towards meeting your goals?
  • How can you better manage all your investment accounts?
  • How can you consolidate 401(k) plans?
  • Is there a better tax-sensitive investment strategy for me? 

What is your current financial situation?

  • What are your current assets and liabilities?
  • What are future expenses and incomes (tuition, parental care, inheritance, etc.)?
  • What is your risk tolerance? 

Moving Forward

Since any good investment plan requires maintenance, you will have regularly scheduled consultations with Rod to review your portfolio. Your consultation with Rod at LifePoint Wealth Management, Inc. provides you with the service, personal time and attention that you deserve, leaving you with our goal-- your financial wellness.


Interested in Setting Up a Meeting?

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