James Sweeney, CFP®, CFA Switchpoint Financial Planning

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About James Sweeney, CFP®, CFA

I founded Switchpoint to provide holistic, unbiased advice to working professionals – a group that until recently has been either ignored or taken advantage of by Wall Street.

I have years of experience helping young couples and families reach financial independence by structuring a savings plan that works with their lifestyle and then using my investing expertise as a CFA charterholder to grow their nest egg.

If you want to get the most out of every paycheck and every investment account, but you just don’t seem to have the time or the inclination to make sure it’s done right…

If terms like 401k, IRA, ETF, mutual fund, 1099, APR, stocks and bonds are stressing you out…

If you have ambitious goals, but no idea if you are on track to reach them..

Let’s chat. I can help.

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Recently Published

What is a Fee-Only Financial Advisor?

October 8, 2018

Over the last few years, there has been a lot of talk about what it means to be a fee-only financial advisor and a fiduciary. Much of this is a result of the Fiduciary Rule proposed by Department of Labor a few years ago. Many financial writers and news outlets have been advocating for this […]

The post What is a Fee-Only Financial Advisor? appeared first on SwitchPoint Financial | Flat Fee Only Financial Advisor | DFA Approved | Lehi Utah.

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How Often Should You Check Your Investments?

September 15, 2018

Many investors feel an almost compulsive need to check their account values on a regular basis, sometimes daily or even multiple times a day. This is a recipe for disaster. Daily, weekly, and even monthly price changes carry almost no useful information and the stress of seeing the constant rises and falls is almost certain […]

The post How Often Should You Check Your Investments? appeared first on SwitchPoint Financial | Flat Fee Only Financial Advisor | DFA Approved | Lehi Utah.

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10 Things To Do With Your Money – Before You Buy Whole Life Insurance

August 8, 2018

I recently met with a prospect who was looking for a second opinion. He was being offered a whole life insurance product from a well-known financial firm. Of course, he had received the standard pitch – higher returns, better tax treatment, ultimate flexibility, etc. The truth is, whole life insurance is a product with a […]

The post 10 Things To Do With Your Money – Before You Buy Whole Life Insurance appeared first on SwitchPoint Financial | Flat Fee Only Financial Advisor | DFA Approved | Lehi Utah.

Read the full post →

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Ideal Clients

  • Generation X
  • High Income Professionals
  • Medical Doctors
  • Medical Professionals
  • Parents
  • Young Families

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Hourly

Fee Options

  • Monthly Fee: $200+/mo + $1,00+ upfront
  • Hourly: $150/hr

 

SEC Records

States Registered

  • Arizona
  • Utah

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