How Does It Work?

Our Planning Process:

  • Initial Meeting

    At Pillar Wealth Partners, we are dedicated to adding value from our first meeting. In addition to guiding you through our comprehensive financial planning process and scope of work, we’ll whiteboard strategies that can help you and your family. We’ll outline what to expect and explain the steps we’ll take together.

  • Relationship Proposal

    Once we understand your financial situation, we present a customized proposal that outlines where we can add the most value to you and your family. In this meeting, we will also review the technology that we use to give you a glimpse of what goes on behind the scenes.

  • Onboarding

    Welcome to Pillar Wealth Partners! We’ll set up your personalized client login and walk you through our user-friendly dashboard, ensuring you feel confident using our resources.

  • Goal-Setting

    As we kick-off your financial journey together, we develop your personalized "planning house," where we explore both the factual details of your financial situation and the emotional drivers behind your goals. This helps us understand what truly matters to you—your dreams, priorities, and vision for the future.

  • Plan Development

    In this phase, our team will dig deep into your financial landscape. We craft strategies that are uniquely tailored to your needs, knowing that financial planning is about more than just numbers—it's about creating a plan that resonates with you.

  • Plan Delivery and Implimentation

    Our team will deliver your completed financial plan. This is where education continues to play a key role: we ensure that you not only understand the plan, but also feel confident in your ability to execute it. Working alongside your qualified professionals, we help you implement the strategies, turning your vision into a reality.

  • Monitoring and Service

    At Pillar Wealth Partners, we continuously monitor your progress and adjust as needed. Financial planning is an ongoing journey, and we remain by your side as qualified advisors dedicated to your future financial confidence. Our commitment to client education means that we’ll keep you informed and empowered at every stage, ensuring your financial strategies remain aligned with your changing priorities and circumstances.

The Planning House

We use the planning house to help clients determine and envision their financial needs and goals.

Outline of a house with a large window in the front.

The foundation represents the groundwork of your financial plan. We focus on building a base to work towards shielding your family, no matter what life brings.

Foundation

The goals form the structure in the middle—clear, actionable milestones like retirement planning and funding college education. These goals give purpose to your financial journey and help us prioritize what matters most to you.

Goals

At the very top are your aspirations—the dreams and ambitions that inspire everything we do together. Once the foundations are in place and the goals are clearly defined, we help you envision and pursue those next-level desires, the things you don’t need to have but want to experience.

Aspirations