Let's Talk

One checkpoint at a time.

The best next step is a conversation. The Where We Begin session is complimentary, carries no obligation, and takes 45 minutes. It is designed to give you clarity, not sell you something.

✓ You talk, we listen ✓ We ask the right questions ✓ We're honest about fit

Checkpoint Planning
3333 Michelson Drive, Irvine, CA 92612
(949) 702-0139
scott@checkpointplanning.com

Where We Begin™ Session

A complimentary, no-obligation 45-minute conversation. No forms, no pressure, just clarity on your next step.

Your information is confidential and never sold. No obligation.

What to Expect

In your Where We Begin session:

You talk, we listen.

Tell us where you are, what just happened, and what feels most uncertain. No agenda, no forms.

We ask the right questions.

We help you see the financial decisions in front of you clearly, including ones you may not have considered.

We are honest about fit.

If Checkpoint Planning is the right choice for you, we explain how. If it is not, we tell you that too.

FAQ

Questions we hear most often.

What does the first meeting look like?

The "Where We Begin" session is a 45-minute clarity conversation. We ask about your situation, your goals, and what feels most uncertain. No preparation needed.

How are you different from an advisor at a bank?

We are an independent, fee-based practice. We do not sell proprietary products, meet sales quotas, or earn commissions on managed assets. Our only financial incentive is the fee you pay us.

Do you only work with clients in California?

No. While we are based in Irvine, we serve clients across the United States. Most planning work is done via video conference and our online client portal.

What does investment management cost?

Fees are charged as a percentage of assets under management, billed monthly. Rates range from 0.65% to 1.25% depending on portfolio size, stepping down as assets grow. See the full fee schedule.

How long does the planning process take?

The initial engagement typically runs four to six weeks from intake to plan presentation. Implementation follows and can take an additional two to four weeks.

Do I have to use your investment management service?

No. Planning and investment management are separate services. Some clients engage us for planning only. We discuss what makes sense in the Where We Begin session.

Who is a good fit for Checkpoint Planning?

Someone navigating a major life transition who needs a structured process and a fiduciary advocate. If that describes you, you are likely a strong fit.

What happens after the plan is delivered?

Implementation, then ongoing support. We execute the plan together, then review it regularly through the Track and Reset phase.