Minimal prep. Maximum peace of mind for busy CRNAs.

A fast pre-op to see if we’re a fit. Then we take over the charting.

Interviewing

Make sure the fit is right before anybody signs anything.

This is the pre-op. We get the context, test the fit, and show you how we’d help.

Typically 2 meetings · about 30 minutes each
  1. 1 Pencil us in.

    Let’s commence this operation by securing a slot on our schedule.

  2. 2 Initial consult.

    We do a financial pre-op to understand your goals, concerns, and overall picture — and make sure we’re the right fit.

  3. 3 Your prep.

    Before we meet again, you’ll complete our Elements® “Financial Stethoscope.” It usually takes under 10 minutes.

  4. 4 The deep dive.

    This is your financial PAT. We review the data, confirm your goals, and make sure we’re aligned before moving ahead.

  5. 5 Our diagnosis.

    Before we recommend anything, we compare notes and make sure the plan fits what you actually need.

  6. 6 Prescription delivery session.

    This is where we translate the strategy into plain English so you can see what changes and why it matters.

🎉 Officially Hiring Us 🎉

Onboarding

From signed agreement to a plan in motion.

Once you decide to move forward, we get organized, open the right accounts, and build the strategy that will carry into your ongoing relationship.

2 core onboarding meetings · about 1 hour each Most clients finish onboarding in 2–4 weeks, depending on timing
  1. 1 Get organized.

    You send over documents, we review what matters, open prospective accounts, get paperwork in place, and start the consolidation process so the moving parts stop living in six different places.

  2. 2 Protect & Portfolio.

    Here we tighten up protection and strategy: insurance coverages, risk exposures, beneficiary review, and the investment game plan that will support your long-term goals.

  3. 3 Saving & Spending.

    This is your tax + cash flow meeting. We cover tax projections, estimated payment strategy, entity decisions where relevant, retirement funding, account priorities, and how much should be saved versus spent — so every dollar has a job.

Ongoing

Ongoing On Point Client Experience.

After Saving & Spending, your next meeting becomes the handoff into ongoing care — with a dedicated team, a clear main point of contact, and the full client experience mapped out below.

Dedicated 3-person team Ben stays involved for strategic oversight
  1. 1 Meet your Lead Advisor.

    At your first ongoing meeting, we introduce your Lead Advisor — your main point of contact going forward. Ben stays involved in the big-picture strategy; your Lead Advisor owns the day-to-day relationship.

  2. 2 Your On Point team.

    You’re supported by a dedicated three-person team: your Lead Advisor, a Client Service Associate, and a licensed tax preparer. That gives you planning, implementation, and tax support without everything bottlenecking through one person.

From here

See your full ongoing client experience below.

The graphic just below shows how the On Point experience works once your onboarding is complete and your team is fully in place. Tap the image to enlarge it.

On Point Client Experience graphic showing the ongoing planning cadence after onboarding. Tap to enlarge
See if we’re a fit.