Start with what matters most
The Pivot Journey is our signature framework to help you build wealth with clarity, confidence, and purpose. Whether you’re making a major decision, entering a new life stage, or simply want a plan that reflects your values, our process is designed to meet you where you are—and walk with you every step of the way.
STEP 1
Share your story
We begin with two simple calls—no pressure, no jargon. You bring your hopes, fears, questions, and goals. We listen carefully and ask thoughtful questions to understand where you are today and where you feel called to go. It’s not about numbers first—it’s about what drives you.
STEP 2
Align your finances with your life
Over the next 90 days, we design and implement a plan that reflects your real life. Whether you’re preparing for retirement, navigating a career change, or wanting to steward your resources well, we build a strategy that integrates tax, investment, insurance, and giving priorities to support the life you feel called to lead.
STEP 3
Stay aligned through every season
With your plan in motion, you can focus on living with intention. We’ll walk alongside you, making sure your plan stays aligned with your life. When changes come—because they will—we’ll adapt together. You’re never left wondering what to do next. This is ongoing, purpose-driven support.
Let’s Build Your Future
At Pivot, financial planning isn’t just about numbers. It’s about aligning your wealth with your purpose—and building a life that reflects what matters most. We’re here to listen, guide, and build a plan that makes sense for where you are today—and where you’re going.
FREQUENTLY ASKED QUESTIONS
Your questions, answered with clarity
Are you a fiduciary?
Yes. As a fee-only fiduciary, we are legally and ethically committed to putting your best interests first—always. We don’t sell products or earn commissions.
Do I need to move my accounts to work with you?
Not necessarily. We offer both flat-fee planning and ongoing investment management. You choose what fits your goals.
Do you earn commissions on investments you recommend?
Never. We are a fee-only firm. You pay us directly, and that’s it. No hidden costs or product sales.
What’s the cost to get started?
We offer two options:
- Wealth Management: A tiered AUM fee (ranging from 1.40% to 0.50% annually) includes full-service planning.
- Flat-Fee Planning: Starts at $4,500 and includes 90 days of access after plan delivery.
What should I bring to the first meeting?
Just your story. Financial documents help—but they’re not required.
How often do we meet?
We typically meet three times a year to check in, review your plan, and make any needed adjustments. Of course, life doesn’t follow a calendar—so we’re always available for additional conversations as things change.