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Who We Are

At AtwoB, our mission is simple, to promote happiness by aligning your money with what you value most. We pursue our mission by providing coordinated and empowering financial, investment and tax solutions that are dynamically-adjusted to your evolving life.

What’s Important to You?

Our customized F.R.I.D.A.Y.™ framework helps you align your money with what’s most important to you.  F.R.I.D.A.Y.™ is different because it does not simply focus on how great things will be at some point in the future.  In fact, it doesn’t even start with your finances at all!  It starts by focusing on the qualitative nature of your present. 

Family & Friends, areas of Recreation, and individual Interests that bring you enjoyment today are focused-on first.  From there, we’ll explore the practicality and satisfaction that you derive from your Day Job, as a source of both financial resources and day-to-day fulfillment.  We’ll concurrently explore future Aspirations like planning for retirement and college needs along with other wants and wishes.  The final step in the framework is to balance and align Your Money in a way that gives you control of it all.

Once you’ve explored and prioritized what’s most important to you, we'll find the proper F.I.T. for your hard-earned dollars by seamlessly coordinating your Financial, Investment and Tax Planning needs with your F.R.I.D.A.Y.™  We help you to spend, save and invest in a way that is consistent with your priorities and comfort level, and places you in conscious control of your money.

Importantly, we recognize that life is always evolving, which is why we adjust along with you from AtwoB.  We’ll help you to Act and get organized.  We collaborate with you to Build a strategy that leads to consistent progress.  And we’ll always work to find the ongoing financial Balance between present-day lifestyle and future flexibility.  The ultimate goal is for you to enjoy your today while preparing for tomorrow, knowing that your money has the purpose that you want it to have.

Start with F.R.I.D.A.Y.™  Then Find Your Best F.I.T.  From AtwoB.

We look forward to learning about what’s most important to you…

Todd, Mike & Jeff

Who We Are

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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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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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