Financial Planning
We believe that true wealth management is about more than investments—it’s about helping you clarify your goals, create a plan, and make confident financial decisions so you can focus on what matters most.
Financial Planning
We believe successful wealth management starts with a plan. Our financial planning process is designed to give you confidence and peace of mind.
Taking the time to understand your life priorities, we'll build a plan that serves as a guide, not just for today but for the years ahead.
With regular check-ins and proactive adjustments, your plan stays relevant — helping you navigate life’s changes with assurance.
A Schwab survey showed those who have a documented financial plan feel more in control of their finances, and are more confident they'll reach their financial goals
% with a financial plan
36%
% that Feel More financial Control because of plan
76%
% confident they'll reach their goals because of plan
96%
Our Approach
Whether we're getting to know you for the first time, or have been long-time partners, we work to know you personally and financially, so your wealth plan supports your life goals
- Listening so we can understand your Personal and Financial Circumstances
- Explore Possibilities, identifying priorities and goals
- Evaluate Your Current Approach and potential adjustments to your course of action
- Develop and Present Financial Planning recommendations, agreeing on how to move forward
- Partner to Implement Your Financial Priorities
- Monitor Progress and updating as needs change
Book an appointment
- Think we may be a good partner for your needs?
- Have a specific situation you'd like to discuss?
- Curious what it means to work with a wealth advisor?
- In the process of interviewing potential advisors?
Choosing a wealth advisor that's the right partner for your financial life — both for your particular needs and the right personal fit — is something that you should feel confident about.
Schedule an initial "Discovery Meeting". We'll listen to your needs, answer your questions, and share about our approach. No sales pitch — we promise!
If there is a mutual fit, we'll schedule a follow-up meeting for a deeper discussion about your situation and moving forward together.
If you're not ready to schedule a meeting yet, prefer to chat via email, or would like to sign up for email updates, reach out with your information below.
Advisory services offered through Pillar Point Wealth Management LLC, an investment adviser registered with the state of California. Advisory services are only offered to clients or prospective clients where Pillar Point Wealth Management LLC and its representatives are properly registered or exempt from registration.
The information on this site is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable.