Pay For Time
Not For Portfolio Size
Your Financial Goals, Our Expertise…by the Hour: No Strings, No Asset Fees
Your Goals, Our Time: A New Paradigm in Financial Planning
Your Goals, Our Time: A New Paradigm in Financial Planning
Transparency You Can Trust
At Datapoint Financial Planning, we believe that you should only pay for the advice and services you actually need. Our ‘Fee only’ hourly model ensures you’re not caught off-guard by hidden costs or asset-based fees.
Freedom to Choose
In an industry often riddled with long-term commitments and complex fee structures, Datapoint Financial Planning offers you the ultimate flexibility.
Expertise, Not Assets
Many firms tie their fees to the size of your portfolio, but we believe this is an outdated and unfair model. With us, you’re not just another account size or net worth figure. You’re a unique individual with specific financial goals.
Personalized Approach
Every financial situation is different, and so are the solutions. At Datapoint Financial Planning, we take the time to understand your unique circumstances, financial objectives, and lifestyle needs.
Empowering Your Financial Future, One Hour at a Time
Transparent fees, expert guidance, flexible engagements, and personalized plans that put you—not your net worth—at the center of your financial journey.
Empowering Your Financial Future, One Hour at a Time
Transparent fees, expert guidance, flexible engagements, and personalized plans that put you—not your net worth—at the center of your financial journey.
Transparency You Can Trust
At Datapoint Financial Planning, we believe that you should only pay for the advice and services you actually need. Our ‘Fee only’ hourly model ensures you’re not caught off-guard by hidden costs or asset-based fees.
Freedom to Choose
In an industry often riddled with long-term commitments and complex fee structures, Datapoint Financial Planning offers you the ultimate flexibility.
Expertise, Not Assets
Many firms tie their fees to the size of your portfolio, but we believe this is an outdated and unfair model. With us, you’re not just another account size or net worth figure. You’re a unique individual with specific financial goals.
Personalized Approach
Every financial situation is different, and so are the solutions. At Datapoint Financial Planning, we take the time to understand your unique circumstances, financial objectives, and lifestyle needs.
Unveiling the Future of Financial Planning, Tailored to You
Financial Solutions for Every Stage of Life
We recognize that everyone’s financial journey is unique, and it’s our mission to craft solutions that align with your individual goals and circumstances. At our core, we believe in a flexible approach that places your needs at the forefront. Whether you’re planning for retirement, securing your child’s education, or building wealth, our personalized strategies empower you to take control of your financial destiny.
Transparent, Fair, and Driven by Expertise
In a financial landscape often clouded by complex fee structures and hidden agendas, we stand apart with a commitment to transparency and fairness. Our ‘Fee only’ hourly model ensures you pay only for the time and expertise you need, without any asset management fees. We refuse to link our charges to the size of your portfolio, because we believe that expert financial advice should be accessible and fair to all. Join us in embracing a new era of financial planning that celebrates clarity, integrity, and client-focused excellence.
Unveiling
the Future
of Financial
Planning,
Tailored to You
Financial Solutions for Every Stage of Life
We recognize that everyone’s financial journey is unique, and it’s our mission to craft solutions that align with your individual goals and circumstances. At our core, we believe in a flexible approach that places your needs at the forefront. Whether you’re planning for retirement, securing your child’s education, or building wealth, our personalized strategies empower you to take control of your financial destiny.
Transparent, Fair, and Driven by Expertise
In a financial landscape often clouded by complex fee structures and hidden agendas, we stand apart with a commitment to transparency and fairness. Our ‘Fee only’ hourly model ensures you pay only for the time and expertise you need, without any asset management fees. We refuse to link our charges to the size of your portfolio, because we believe that expert financial advice should be accessible and fair to all. Join us in embracing a new era of financial planning that celebrates clarity, integrity, and client-focused excellence.
Breaking the
'Suit-and-Tie' Mold
of Financial Planning
Founder David E. Barfield, CFP® combines his tech analytical skills with a “Fee only” hourly model inspired by his early mentor, offering transparent, personalized financial strategies.
Simplify Your Financial Life:
Tailored Strategies for Every Stage
Retirement & Tax Planning
Plan for a financially secure future with personalized investment and savings strategies tailored to meet your retirement goals.
Ensure you’re well-prepared for retirement with a comprehensive checklist that covers all financial aspects to consider before taking the leap.
Minimize your tax burden and maximize savings with expert advice on deductions, credits, and optimal asset allocation.
Learn the best ways to draw down your assets in retirement to minimize taxes and make your savings last longer.
Navigate the complexities of Social Security and Medicare to make informed choices that maximize your benefits.
Navigate the unique retirement planning challenges of self-employment or small business ownership with expert advice on selecting the most tax-efficient and growth-oriented retirement plans.
Investment & Financial Strategy
Receive customized advice on asset allocation, investment vehicles, and market strategies to align with your financial goals.
Build a solid plan for future education costs with tax-advantaged savings accounts and investment options tailored for educational expenses.
Create a focused strategy to eliminate debt efficiently, whether you’re dealing with credit cards, student loans, or a mortgage.
Maximize the value of your company-sponsored equity options and restricted stock units with tailored strategies that consider timing, taxation, and market conditions.
Risk & Estate Planning
Assess and manage potential risks to your financial well-being with strategies that may include insurance coverage and asset protection.
Ensure your assets are distributed according to your wishes and in the most tax-efficient manner by periodically reviewing your estate plan.
Evaluate the coverage, costs, and effectiveness of your current insurance policies to ensure they align with your financial goals and risk tolerance.
Benefits & Debt Optimization
Maximize the value of your workplace benefits package, including retirement plans, healthcare, and other perks, through tailored advice.
Optimize your financial health by strategically managing and reducing your liabilities, such as credit card balances, loans, or mortgage, with tailored recommendations aligned to your overall financial goals.