OUR CLIENTS EXPERIENCE GENUINE FINANCIAL CARE WITH A TEAM THAT UNDERSTANDS THEIR BUSINESS AND PROTECTS THEIR PURPOSE.
PILLAR EFFECT: HOW WE DO IT
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It's our mission to get clear on what's important to you and craft a financial strategy that aligns with your purpose, not ours.
What this looks like in action: No numbers. No spreadsheets. We ask questions. And we listen.
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Behind any successful business is a financially healthy business owner. We want to help you keep it that way.
What this looks like in action: Our team helps with the ongoing evaluation of your business' cash-flow as well as helps you develop and maintain small business plans that best serve you and your employees.
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Our team helps you and your family create clarity around your situation and ensures that your money serves your purpose - not the other way around.
What this looks like in action: Our team evaluates your inflows and outflows and strategically aligns your excess cash for maximum impact.
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We protect you from the idea that investing is a form of entertainment and strive to remove the anxiety and stress associated with market uncertainty so that you can sleep well at night.
What this looks like in action: We review your real estate, private, and public investments to ensure that you are taking the appropriate amount of risk to achieve your purpose; we also seek to minimize your tax liability by investing in low cost, efficient investments that track the market and don't seek to beat it.
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Your taxes aren't just an issue at tax time; every financial decision you make impacts your current and future tax liability.
What this looks like in action: Our team works in tandem with your tax professional to create strategies that reduce your lifetime tax bill.
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Carl Richards shares that, "Risk is what's left after you think you've thought of everything."
What this looks like in action: Our team doesn't sell insurance or products, but we'll be right by your side to help you fill any gaps in your financial plan and recommend strategies with your best interests at heart.
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Nothing on earth lasts forever. We work to increase your impact and protect your wealth.
What this looks like in action: Our team works in coordination with licensed estate attorneys to draft a plan that maximizes your wealth and purpose.
FAQ’S:
Holistic wealth management is complex.
We’re here to help.
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We intentionally limit the number of clients we work with to 111 so that we can care for our clients at the highest level. Our initial "Purpose" meeting is an opportunity for you to get to know us and for us to evaluate if you will be a good fit for Pillar. If we mutually agree to pursue the relationship, we'll schedule the "Initiate" meeting to gather and present the real info that we'll need to develop your plan. Finally, we'll sign an Advisory Agreement detailing the scope of our engagement, and "Launch" into partnership together.
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Maybe. It depends where the majority of your assets within your net-worth are held. We're confident in the fee that we charge our clients, and we seek to eliminate as many conflicts of interest as possible with transparency and honesty. We're structured and compensated to provide consistent and wise financial counsel - not to sell products. As holistic financial partners, we're all in on your net-worth: as your assets grow, we grow with you. In seasons where your assets fall, our fees drop too.
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We are committed to providing actionable financial guidance, regardless of your financial situation. We offer single-session financial consultations for a fee of $753. Contact us to learn more.
SHOULD WE CONNECT?