Message from Our Founder
After years in the industry, I found that most people lack confidence in their investments and do not truly understand the philosophy they are using. I started Fourth Point Wealth because the industry fails to the address the root of people’s investing problems. We developed a process to align your investments with your goals. Through our methodology and coaching we help you understand how they work, so you feel confident, grow your wealth and become financially free.
- Chris Janeway
Our 3 Steps
Step 1
Fit
Meeting
FIT meeting:
- You get to meet the team.
- Introduction to our philosophy, process and fee structure.
- We get to meet you, learn about our goals and find out if we are the right fit. Learn more.
Step 2
Organize & Analyze
IF IT’S A FIT:
- First, we look deeper at where you are now.
- We gather your data for your Asset Map and Portfolio MRI.
- Meet to review our analysis, set goals and formalize your plan. Learn more.
Step 3
Launch the Plan
If our team & plan are right for you:
- We finalize your goals and discuss execution steps.
- Establish your accounts and Fourth Point Wealth Hub Access.
- Start a lifetime of coaching, guidance and trust. Learn more.
