Anchorpoint
Fuel Your Financial Success
The Anchorpoint program at MIFI Wealth is designed to deliver high-quality financial advice and wealth management to young and driven individuals. Whether you are in the early stages of your career, expecting future inheritance, or simply seeking clarity and intentionality in your financial life, we will be your partners on the path to financial success.
Our Approach
Anchorpoint leverages MIFI’s 25 years in business as financial advisors. The expertise of MIFI’s entire team of professionals is at your service to keep your wealth management focused, straightforward, and built for success.
1
Initial Meeting
To understand where you’re coming from, we look at your experiences, goals, and how you view your money.
2
Building the Foundation
We’ll assess your risk tolerance, talk through your goals, and make sure everything is aligned.
3
Goal Identification & Planning
We’ll develop your plan, including the types of accounts you should have and your investment strategy.
4
Investment Management
Once your plan is in place, we will continuously monitor your portfolio and adjust as life and markets evolve.
5
Ongoing Support
Your Anchorpoint program includes an annual meeting and an ongoing relationship with our team, so as your life and goals change, we’re here to support you along the way.
Fee Structure
1% of assets under management with $250/quarter minimum
