who we serve

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The legal field is very demanding and time-consuming and we understand this at Platinum Point Financial, which is why it is our goal to help alleviate some of your financial concerns and take the burden off of you so you can focus on your own career and your personal life. It is crucial given the unique nature of your profession that you have a professional who understands your specific challenges and opportunities. Whether you are an associate, counsel, or a partner, each stage involves focused financial panning to help maximize growth for your portfolio & your future. 

Starting a business is an exciting part of life! By nature, entrepreneurs have an innovative personality and are likely to take risks. It is critical when starting a company that every box is checked and we don't overexpose ourselves in any capacity financially. This is where we come in. We act like a personal CFO to help ensure that there are no shortfalls or areas that aren't considered so that you can maximize growth and your business can thrive! 

You are an employee with stock options - what a fantastic benefit and part of your compensation! Do you know how it fits properly into your overall portfolio? We are here to help! There are certain factors to consider when receiving equity compensation at your job. We help clients understand the type of stock options they have, the tax implications, avoiding over-concentration in your portfolio, liquidity planning, and how it fits into your overall financial plan.