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We Start With Your F.R.I.D.A.Y.™


What’s Important to You

Then Find Your Best F.I.T.


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FROM AtwoB


Our Process

Experience Today, Prepare for Tomorrow


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Why We're Different

Our Mission is To Promote Happiness by Aligning Your Money with what You Value Most.  The AtwoB experience is different because it’s:

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Empowered-By-You

You tell us what’s most important (we call it your F.R.I.D.A.Y.™), and we’ll help you align your money with exactly that.

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Coordinated-By-Us

We find your best F.I.T. (financial planning, investments, taxes) by providing a truly integrated-approach to managing your big picture.

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Dynamically-Adjusted

Life isn’t “set it and forget it.”  So neither is your financial, investment and tax plan.

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Unbiased

We're independent and obligated to act in your best interests.  When you work with us, you’re the boss.

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What We Do

We strive to provide coordinated and empowering financial, investment and tax solutions, dynamically-adjusted to your evolving life.

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Does My Portfolio Fit Me?


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How We Do It

We’ve developed an integrated planning and investment experience to help you enjoy the journey from where you are today to where you want to go.

 

Our Process

Act.  Build.  Balance.

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Investment Philosophy

Control the Controllable

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Portfolio Construction

Finding the Right Investment Trail for You

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Our Team

Learn more about our team of professionals.

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Michael A. Tom, CFA®, CFP®

Jeff Wund

Todd Rebori, CFA®

Our Blog

Learn more about the financial industry.

Latest Blog Posts

The AtwoB Report - 3rd Quarter 2018

Submitted by AtwoB (Point B Planning, LLC) on October 18th, 2018

The Macro Backdrop.  Still Looking Good.

The U.S economy just keeps chugging along.  Last quarter, we remarked on the strength of both the US economy and corporate earnings picture.  To be honest, over the ensuing three-months, not much has changed.  The macro-economic and corporate backdrop still look good.  So good in fact, that the normal

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The AtwoB Report - 2nd Quarter 2018

Submitted by AtwoB (Point B Planning, LLC) on July 15th, 2018

 

Our economic analysis, market commentary and key takeaway for the previous quarter.

Tags:
  • investment
  • Stock market
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The AtwoB Report - 1st Quarter 2018

Submitted by AtwoB (Point B Planning, LLC) on April 15th, 2018

 

Our economic analysis, market commentary and key takeaway for the previous quarter.

Tags:
  • Financial planning
  • investment
  • Read more

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

AtwoB (Point B Planning, LLC)

Phone: 914.302.3233
Toll Free: 888.294.0827
Email: info@today2b.com

Located in Westchester, NY

23 Parkway, 2nd Floor
Katonah, NY
10536 United States

 

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  • Legal, privacy, copyright and trademark information

There are no warranties implied.

Point B Planning, LLC d/b/a/ AtwoB (“RIA Firm”) is a registered investment adviser located in Katonah, NY. Point B Planning, LLC d/b/a/ AtwoB may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Point B Planning, LLC d/b/a/ AtwoB’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Point B Planning, LLC d/b/a/ AtwoB’s web site on the Internet should not be construed by any consumer and/or prospective client as Point B Planning, LLC d/b/a/ AtwoB’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Point B Planning, LLC d/b/a/ AtwoB with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Point B Planning, LLC d/b/a/ AtwoB, please contact the state securities regulators for those states in which Point B Planning, LLC d/b/a/ AtwoB maintains a registration filing. A copy of Point B Planning, LLC d/b/a/ AtwoB’s current written disclosure statement discussing Point B Planning, LLC d/b/a/ AtwoB’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Point B Planning, LLC d/b/a/ AtwoB upon written request. Point B Planning, LLC d/b/a/ AtwoB does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Point B Planning, LLC d/b/a/ AtwoB’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

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