Despite the title of our guide, there’s really nothing “basic” about financial planning. With all the misinformation that is being pumped out there by the Financial Industrial Complex, things can quickly get confusing. When you look up financial tips or solutions online, you’ll likely get conflicting results from different financial industrial silos, each trying to prove that their product alone is the cure-all fix to your problems.
Our proprietary system, which we call our P.I.L.O.T. process, is free from product or institutional influence. It stands for Planning Improves Life Over Time. We help clients by leading them through this proprietary, step-by-step process that fully informs them of their options, helps t hem make wise decisions, and in some circumstances, helps them implement those decisions.