An opportunity to get to know each other, understand why you're coming to us, and share about our firm — enables both of us to assess mutual fit — we don't ask for a commitment here
A deeper dive on your story, goals, and concerns, which allows us to understand your unique needs to build a plan that fits your life — this is usually where we decide whether to partner together
Collect necessary information and walk though your financial life — get organized together — so we can incorporate your information into our financial planning tool
Together, review your current financial situation using our financial planning tool. Ensure we have the right information, assumptions, and goals — talk through initial possibilities that arise
Present and discuss wealth planning recommendations — goal to agree and commit to implementing your top priorities
After alignment and commitment on your wealth plan, we move to supporting and monitoring progress — reevaluating new priorities as existing ones are successfully implemented or your needs change
Learn About Our Ongoing Service Calendar
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.