Straightforward, human financial guidance

At Five Points, financial guidance is built on clarity, respect, and real‑world practicality. No commissions. No product sales. No confusing percentages. Just honest support for everyday people.

Get Organized Session

One‑Time Fee: $300–$500

A focused, judgment‑free starting point to help you get clarity and momentum.

Ideal for anyone who wants to get their financial life under control with clear next steps.

Review of income, spending, debt, and benefits
Investing 101 – education session on the basics of investing
Plan of Action
Answers to your most important questions
No ongoing commitment

Ongoing Guidance

Quarterly Subscription: $50–$125

Steady support that adapts as your life evolves, without requiring investment accounts or large balances.

Unlimited questions as life happens
Quarterly check‑ins
Plan updates as things change
Coaching, accountability, and clear next steps

Project-Based Planning

Flat Fee: $300–$1,200

Targeted help for specific financial decisions.

Cost of investing analysis
Retirement readiness
Debt management
College planning

Straightforward, human financial guidance

Get Organized Session

One‑Time Fee: $300–$500

Review of income, spending, debt, and benefits

Investing 101 – education session on the basics of investing

Plan of Action

Answers to your most important questions

No ongoing commitment

Ongoing Guidance

Quarterly Subscription: $50–$125

Project-Based Planning

Flat Fee: $300–$1,200

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