Four Points Wealth Management

Saving for retirement isn’t just about maxing out your 401(k). For many high earners, tax-deferred accounts alone could leave you stuck with: ▪️Higher taxes during retirement. ▪️Limited flexibility in managing cash flow. ▪️Tax burdens on your heirs. It’s time to think bigger. It’s time to start planning smarter today. 🔗 More info at: https://lnkd.in/ec3R9UpR #taxefficientinvesting #rethinkretirement #wealthmanagement #financialplanning #financialadvisor #FourPointsWealth

When you make financial decisions with purpose, you’re not just managing money—you’re creating confidence. That’s the power of intentionality. It transforms financial planning from a task to a tool for building the life you want. My job isn't just to help manage your money, it's to align the best financial strategies with your goals and values. 🔗 Learn more at https://lnkd.in/ec3R9UpR #mindfulmoney #financialfreedom #intentionalliving #financialplanning #financialadvisor #FourPointsWealth

Fear-based, passive financial strategies? Not for us. We’re here for the driven, the ambitious, and the active individuals who know the value of living life on their terms. We align your financial plan with your lifestyle and take action to ensure you’re on the path to true financial freedom. Because your goals aren’t just dreams—they’re destinations. Let’s make sure you get there. 🔗 fourpointswealth.com #activewealth #financialfreedom #alignedaction #financialadvisor #financialplanning #FourPointsWealth

Open money talk with your spouse can be transformative, no matter how long you’ve been married. If finances feel like a taboo or touchy subject, consider that it’s often tied to deeper feelings or old habits. Getting on the same page isn’t just about dollars and cents—it’s about building a shared vision and strategy that strengthens your relationship. And sometimes, inviting in a neutral third party can make all the difference in moving from hesitation to clarity. If you’re ready to take that step, let’s chat about how to create a financial plan that supports both of you. It’s never too late to start building your wealth together. 🔗 https://lnkd.in/e4Y5Zdjd #financialplanning #moneytalks #couplegoals #financialwellness #relationshipgoals #financialadvisor #marriageandmoney

Financial success doesn’t happen overnight—especially for professionals who’ve dedicated years to intense schooling and training. Recently, an anesthesiologist shared with our team that her early career income barely matched the effort and years invested. It’s a common story among high-achieving professionals. Here’s what we want you to know: take a moment to recognize how far you’ve come. Practicing gratitude for your journey can shift your mindset from feeling “behind” to seeing your growth. This mindset is the foundation for future success. You’re right where you need to be. #financialsuccess #wealthmanagement #mindsetshift #highachievers #financialplanning

Retirement accounts like 401(k)s and IRAs are foundational tools for many people’s financial plans. However, they’re not the only way to build wealth. For high-income earners and dedicated wealth builders, diversifying beyond traditional retirement accounts could offer greater flexibility and tax advantages. In our latest blog, we explore alternative strategies and why it might be time to rethink your approach to retirement savings. 🔗 https://lnkd.in/ec3R9UpR #retirementplanning #financialfreedom #investmentstrategy #wealthbuilding #alternativeinvestments #financialadvisor #fourpointswealth

The gig economy that blossomed in the early 2010s has since morphed into side hustle culture. As work-from-home has become the norm, the allure of flexibility and extra income has increased. In my opinion, side hustle culture is a bit overblown. By that I mean: while it can be a great tool to boost income, it’s not for everyone. And the biggest red flag that it’s not for you is if you’re only doing it for the hype. Curious about pursuing a side hustle? There are a few questions I recommend asking yourself first. It might be the right move—but it’s always best to do your due diligence before diving in. Read my full take here: 🔗 https://bit.ly/3Ni0X4F #financialplanning #financialtips #personalfinance #businessfinance #financialplanner #sidehustle #wealthmanagement #millennialfinancialplanning #sidehustleculture #mindfulinvesting

Simon Sinek was famous for coining the phrase, “Start With Why.” This is a great mentality to have when planning a path to financial freedom. Get intentional about your financial goals. If retiring early is on your radar, think second about how you’ll get there and first about WHY you want that. When you align your values with your financial goals, you’re far more likely to stick to the path that gets you there. At Four Points Wealth Management, we take pride in helping our clients connect to the values that drive their financial decisions. Building not only a financial plan, but a mindset, pays dividends in more ways than one. Let's talk about how setting concrete financial goals can help you thrive. 🔗 https://lnkd.in/e4Y5Zdjd #financialplanning #financialtips #personalfinance #businessfinance #financialplanner #startwithwhy #wealthmanagement #millennialfinancialplanning #mindfulwealth #mindfulinvesting

You’re used to seeing medical doctors for preventative care. But how often do you think about seeing a Certified Financial Planner to prevent future aches and pains with your cash flow? Financial advisors are a lot like medical specialists. I say ‘specialists’ because while most people see the advantage of an annual primary care visit, specialists often fall under the radar. Incorporating professionals—like myself, like a tax professional, a business attorney, or an estate planning attorney—can help you catch minor red flags early. A CFP® professional can also create a personalized roadmap necessary to capitalize on what you’re already working with. Let's build a plan to secure your future. Message me or call (303) 910-9751 to get started. #financialplanning #financialtips #personalfinance #healthandwealth #financialplanner #financialadvisor #wealthmanagement

🎉 Celebrating 4 Years of Four Points Wealth Management! 🎉 Four years ago, I took a leap to launch Four Points Wealth Management with a vision to provide tailored, advisor-driven, fiduciary-backed wealth solutions for Trail Blazers, Adventurers, and Innovators. It’s been an incredible journey helping high-income earners turn financial goals into realities, reduce stress, and build lasting legacies. A huge thank you to my clients, partners, and community for trusting us with your financial journeys. Here’s to many more years of growth, dedication, and helping you "Adventure-Proof" your wealth! 🌟 #FourYearAnniversary #FourPointsWealth #FinancialPlanning #WealthManagement #AdventureProofYourWealth