Financial planning
that fits your life.
You deserve guidance that makes sense for where you are, and where you want to go.
At CirclePoint Financial, every conversation starts with your story.
A lasting partnership.
You work with two advisors who know your goals, your family, and your plans for what comes next. We bring different perspectives to every discussion, working together to help make decisions simple and clear. That’s how lasting relationships and solid plans take shape.
Our Partnership
Where friendship became a calling.
Karen and Dave have worked together for over 25 years, building a practice based on trust, integrity, and genuine relationships. Their practice grew from a shared belief that financial planning should feel personal and guided by genuine care.
Every decision still begins with the same question: What’s right for you and your family?
What We Do
Guidance for every chapter.
We guide families and professionals throughout Northern Indiana through every stage of life, building, protecting, and passing on what matters most together.
Retirement Planning
Prepare for the next chapter with a plan that reflects how you want to live.
Investment Management
Thoughtful investing that can adapt to your goals, your timeline, and your comfort level.
Legacy Planning
Your family’s story continues when its wisdom, values, and resources move forward with purpose.
Who We Serve
Wherever you are, we plan beside you.
Every client’s story looks a little different. Some are just starting to build wealth, others are preparing for retirement, and many are guiding the next generation forward. No matter where life finds you — here in South Bend, across Northern Indiana, or throughout the Midwest — our goal is the same: to walk with you through each decision and keep your plan moving in the right direction.
Young Professionals
Building careers, families, and financial confidence for the years ahead.
Peak Earning Years
Turning hard work into meaningful progress while balancing today’s needs and tomorrow’s goals.
Pre-Retirees & Retirees
Shifting from growth to preservation with clarity and care, so you can enjoy what you’ve built.
Why Us
Partnership means
never planning alone.
Working with CirclePoint means always having both partners in your corner.
Collaborative Planning
Every client benefits from shared experience and joint perspective.
Generational Focus
Guidance that connects families across generations.
Relationship-Driven
Relationships built on gratitude, trust, and genuine care.
Comprehensive Platform
The depth of a seasoned advisory team with the warmth of a local practice.
