
GOLDFINCH
FINANCIAL SERVICES
"Taking Point" on Your Journey
Taking Point
What is it?

Getting To the Other Side
Years ago, I was really sick, and the doctors weren’t sure what was wrong. At one
point, I remember thinking to myself: “I wish I had a “point man” like we had when I was
part of a Special Forces team to lead me out of this really difficult situation.”
A point man is responsible for taking the lead in a patrol; everyone else is following him.
It’s a big job. The “point man” is responsible for taking stock of the end destination and
setting the actual course (the “nuts and bolts”...if you will...of how we are going to get to
where we want to be). He is also responsible for spotting and planning for ambushes.
We All Face Ambushes
Setbacks are a part of life. We all experience them. But you can navigate through them
and come out the other side of them. Goldfinch Financial shows you how to navigate
the financial setbacks that are an inevitable part of the investment journey. Goldfinch
will show you how to safeguard your gains while continuing the forward progress toward
your financial goals.
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Four “Point-Man Principles”
How will Goldfinch do that? By applying the four “point-man” principles to your
financial situation.
1. Relentless Belief In Your Mission
2. A Clearly Defined Destination and a Set Course
3. Risk Assessment and Situational Awareness
4. “Overcome” Mindset
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Getting You to Your Goal
You don’t have to be afraid when setbacks happen. You just need to be prepared.
Your saving and perseverance has paid off. But now you have to be vigilant and
prepare for ambushes. Choppy and unpredictable markets can set you back. And after
all your saving and persevering, you shouldn’t be forced to start over.
Goldfinch Financial can “take point” and show you how to navigate the setbacks that
could force you back to square one.