Lifepoint Financial Design – LifePoint Financial Services – Mike Metzger Financial Planning

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One 30-min conversation to get clarity on your finances and see if we’re a good fit

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How it Works

Schedule a Call with Mike

This 30-minute phone call will help us get a vision of your goals and financial concerns, and make sure we’re right for each other.
If we’re a good fit, we will explain exactly what you need to do to achieve your financial goals and build the wealth to support the life you desire.
You’ll see, at a high level, how our firm can improve your finances and help you build, grow, and preserve your wealth.
Our meetings are no pressure and no commitment. You will be asked to reflect on our
meeting and discuss with your loved ones.

Schedule an Introductory Call

In this 30-minute call, we’ll get to know a little bit more about your financial concerns and
aspirations and make sure we are the right fit for each other.

If we are a good fit, then we will get to work designing a path and creating a complementary
financial plan.

At the very least, you will walk away with financial strategies and tools that will help propel you
towards your goals.

You will also walk away with an understanding a small portion of the value that we bring our clients.

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