Datapoint Financial Planning, LLC
Datapoint Financial Planning is a tech-enabled, independent financial planning firm providing fee-only advice primarily to technology professionals and engineers. We use a data-driven, agile approach to develop the right strategy to help you achieve your unique set of goals and priorities.
We offer comprehensive financial planning for a flat fee monthly subscription that you can cancel at any time. Our process is all about clarifying your goals and values around money, prioritizing those goals, and developing a straightforward, easy-to-follow plan to guide you toward those goals. And as life happens, adjust along the way to stay on track.
If you're ready for REAL financial planning from a fiduciary who acts only in your best interest to help protect your blind spots and grow your wealth over time so that you can do more of what you enjoy most in life, let’s get started.
Advisors at this Office