Author LinkPoint

Happy New Year!

Whew!  December flew once again.  We were busy with family, clients (our extended family), our clients’ families (our over-extended family)…well the holidays are about family and that is what we love.  Now comes back-to-school and back to business-as-usual.  We hope that 2015 is your best year yet and please know how thankful we are for your

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Why the name LinkPoint?

We worked hard on that one, but it really came down to the role we fill (or work very hard to fill) in our clients’ lives. When we first started looking at providing daily money management and financial organization services, we spent a great deal of time researching existing service offerings, evaluating current and future

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