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  1. Home
  2. How We Do it
  3. Our Process

Our Process

We’ve developed an integrated financial planning, investment and tax experience that will take you through three steps:

Act – Explore F.R.I.D.A.Y.™ and Get Organized 

The first step is to take action.  We’ll help you to explore and prioritize your needs, wants, and wishes and assess the resources that you have available to fund them.  Your F.R.I.D.A.Y.™ and financial resources are the essential inputs for your financial plan, so we begin the process by helping you define and organize them in a way that is structured, yet enjoyable.  We’ll also provide you with access to your own personal financial portal, which allows you to organize your entire financial life in one place. 

Build – Construct Your Financial, Investment and Tax Plan

Next, we’ll build a spending and savings plan that aligns your money with what matters most to you.  The backbone of the plan will be in quantifying whether your money is being spent and saved in ways that are consistent with what you value.  If not, we’ll help you make the necessary adjustments to move ahead with more purpose and control over your money.  We’ll also help you explore how your current savings for longer-term aspirations like retirement and education will translate into the future.  From there, we create a systematic savings plan that will help you to build a solid foundation for your life now and down-the-road.

We’ll help you grow your savings by creating a thoughtful, comfortable and disciplined investment plan.  We locate your “comfort zone” for investing and create a portfolio that targets the right balance of risk and reward given your financial needs and feelings about money.  Our comprehensive and custom-made approach to investing takes all of your resources into account (401(k), IRAs, taxable accounts, etc.) and progress is monitored regularly. 

Balance – The Present and the Future

We help you implement your plan in a way that promotes balance between short-term spending needs and long-term savings.  Finally, you just go about living.   You’ll have a plan in place to help you experience today and prepare for tomorrow.  As life changes, we’ll always be there to help address any questions you have, as every plan will assuredly require adjustments along the way.  We'll also communicate with you on a continuous basis to ensure that the necessary adjustments are being made and implemented in a timely fashion.

How We Do it

  • Our Process
  • Investment Philosophy
  • Portfolio Construction
  • FAQS

Contact Us

We would love the opportunity to become your trusted advisor.

AtwoB (Point B Planning, LLC)

Phone: 914.302.3233
Toll Free:
Email: info@atwob.com

Located in Westchester, NY

23 Parkway, 2nd Floor
Katonah, NY
10536 United States

 

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View AtwoB's Client Relationship Summary-Form ADV Part 3 ("CRS") here.

There are no warranties implied.

Point B Planning, LLC d/b/a/ AtwoB (“RIA Firm”) is a registered investment adviser located in Katonah, NY. Point B Planning, LLC d/b/a/ AtwoB may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Point B Planning, LLC d/b/a/ AtwoB’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Point B Planning, LLC d/b/a/ AtwoB’s web site on the Internet should not be construed by any consumer and/or prospective client as Point B Planning, LLC d/b/a/ AtwoB’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Point B Planning, LLC d/b/a/ AtwoB with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Point B Planning, LLC d/b/a/ AtwoB, please contact the state securities regulators for those states in which Point B Planning, LLC d/b/a/ AtwoB maintains a registration filing. A copy of Point B Planning, LLC d/b/a/ AtwoB’s current written disclosure statement discussing Point B Planning, LLC d/b/a/ AtwoB’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Point B Planning, LLC d/b/a/ AtwoB upon written request, or by clicking here. Point B Planning, LLC d/b/a/ AtwoB does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Point B Planning, LLC d/b/a/ AtwoB’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

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