Take control of your financial life

Before we can build a financial plan to help you meet your financial goals, we’ll need to know a bit more about you. In this short exercise, answer questions about yourself and your future objectives. Confused on where to start, simply begin your plan here and then you can request a complimentary consultation so your plan is backed by expertise and professional guidance. If you have any questions or trouble accessing the website feel free to call 412 301 5104 and we will be happy to help, Tim Financial Advisor/Founder EightPoint Financial

To start your investment plan, we just need to know a couple things about you:

Next Steps

Choose a goal to see where you stand

Identify a strategy to improve

Request a consultation

Laptop displaying financial planning website

Tablet displaying mobile-friendly financial planning website

Stay on track

Ready to take control of your financial future? Start by selecting a goal that is most important to you. You'll be able to see if you're on track and how simple adjustments can impact your ability to reach your goal. Once you're ready, request a consultation, and we'll work together to build a plan to help make your financial goals a reality.

Select a goal

See how contributions affect your goal

Request a consultation with an advisor to help stay on top of your finances

Select a goal

See how contributions affect your goal

Request a consultation with an advisor to help stay on top of your finances