The On Point process

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.

01 Interviewing

Clarity before commitment.

We get the context, make sure the relationship feels right, and translate our initial recommendations into plain English before anybody signs anything.

Typically two meetings About 30 minutes each Minimal prep from you

  2. Initial conversation

    Meet and make sure the fit is right.

    We learn about your goals, concerns, and overall financial picture—and make sure we’re the right team for what you need.

  3. Quick preparation

    Complete your Financial Stethoscope.

    You’ll complete our Elements® Financial Stethoscope before the next meeting. It usually takes less than 10 minutes and gives us enough context to make the conversation useful.

  4. Your recommendation

    Financial PAT + Prescription Delivery.

    We review the data, confirm your priorities, and walk through our recommendations in plain English—so you can see what we would change, why it matters, and what working together would look like.

Officially hiring us 🎉

You’ve decided to move forward. We’ll handle the setup and guide you through each next step.

02 Onboarding

From agreement to action.

Once you hire us, we organize the moving parts, open the right accounts, and build the strategy that carries into your ongoing relationship.

Two core onboarding meetings About one hour each Typically completed in 2–4 weeks

  1. Organization

    Get organized.

    You send the relevant documents. We review what matters, open the right accounts, complete the paperwork, and begin consolidating the financial pieces living in different places.

  2. Protection + investing

    Protection + Portfolio.

    We address insurance coverage, risk exposures, beneficiaries, and the investment strategy that will support your long-term goals.

  3. Tax + cash flow

    Saving + Spending.

    We cover tax projections, estimated payments, entity decisions when relevant, retirement funding, account priorities, and how much should be saved versus spent—so every dollar has a job.

03 Ongoing

Advice that keeps moving with you.

After onboarding, you move into the full On Point client experience with a dedicated team, a clear main point of contact, and planning that evolves as your life changes.

Dedicated three-person team Planning + service + tax support

Step 08

Meet your ongoing team.

Your Lead Advisor becomes your main point of contact, while planning, service, and tax support work together behind the scenes to keep everything moving.

  • A clear primary point of contact
  • Coordinated planning, service, and tax support
  • An experience designed to adapt with you
On Point client experience graphic showing the ongoing planning cadence after onboarding. View full size

Your first step

Let’s see if On Point is the right fit.

Choose a time for a short introductory conversation. No pressure and no preparation marathon.

See if we’re a fit