James Sweeney, CFP®, CFA SwitchPoint Financial Planning

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About James Sweeney, CFP®, CFA, MBA

I founded SwitchPoint to provide holistic, unbiased advice to working professionals who are ready to start planning for retirement.

I have years of experience helping individuals and families plan for and transition to retirement.

My flat fee business model removes the conflicts of interest inherent in traditional commission and % of asset models and allows me to focus 100% on the needs and goals of my clients.

If you are ready to get serious about retirement (whether you’re 10 years or 10 days away), let’s chat. I can help you understand where you stand today and then design and implement a plan that works for you.

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Recently Published

Why Your Dimensional Fund (DFA) Portfolio Has Underperformed And What to Do About It

January 25, 2021

If your financial advisor uses Dimensional Fund Advisor (DFA) funds, odds are you’ve been underperforming the broad market for a while. That’s not comfortable. Even a patient investor may be wondering whether Dimensional and/or their financial advisor have lost their mojo. Whether you’re invested in DFA funds or any other investment, there are several reasons […]

The post Why Your Dimensional Fund (DFA) Portfolio Has Underperformed And What to Do About It appeared first on SwitchPoint Financial | Flat Fee Only Financial Advisor Lehi Utah.

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Why Your Financial Advisor Doesn’t Use Index Funds – And How It’s Hurting You

December 18, 2019

Earlier this year, index fund assets surpassed actively-managed funds for the first time ever. Initially ridiculed and ignored when they were first introduced a few decades ago, index funds are now becoming mainstream. It’s easy to see the appeal: broad diversification for a fraction of the cost of traditional mutual funds. And now we have […]

The post Why Your Financial Advisor Doesn’t Use Index Funds – And How It’s Hurting You appeared first on SwitchPoint Financial | Flat Fee Only Financial Advisor Lehi Utah.

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What Every Utah Resident Should Know About Ponzi Schemes

November 26, 2019

In 2019, Jordan Maglich of PonziTracker.com released a 10-year survey of Ponzi schemes in the U.S. What he found confirmed what many Utah financial advisors have suspected for decades: Utah has the highest number of Ponzi schemes per capita in the country. Despite the fact that so many Utahns have fallen victim to unscrupulous financial […]

The post What Every Utah Resident Should Know About Ponzi Schemes appeared first on SwitchPoint Financial | Flat Fee Only Financial Advisor Lehi Utah.

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Ideal Clients

  • Baby Boomers
  • Charitable Giving
  • Retirement Planning
  • Tax Planning

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee

Fee Options

  • Monthly fee: $400/mo
  • Quarterly: $1200/qtr

SEC Records

States Registered

  • Arizona
  • Utah

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