We serve as the Family CFO for a limited number of families that have made a serious commitment to their financial future. They have planned, structured and are managing their personal finances so that, regardless of what is happening in the world around them, they know that they are on track to meet all of their financial goals. This commitment to themselves frees them to focus their time and energy on what is important to them, and we help them keep that commitment.

At Pillar, our clients number in the dozens, not the hundreds. And we intend to keep it that way. We simply want to make sure that there is a good fit between the services we offer and the families we serve. While any family or individual that is ready to make a serious commitment to their financial success will find value working with us, we have found that a few types of people are a particularly good fit:

• Individuals or couples who recently retired or are planning to retire soon
• Highly placed executives of any age
• Recently displaced executives
• Recently divorced or widowed individuals

If any of these describe you, and/or you are ready to make a serious commitment to your financial future, you would likely benefit from a relationship with us. The first step is to contact us to schedule an introductory meeting. During this one hour meeting, we will have a real conversation about what’s important to you, define and prioritize your most cherished financial goals in a way that you have never experienced before, and organize your current financial reality. At the end of your introductory meeting, we will both have a pretty good idea if there’s enough of a fit so that you can decide if you would like us to be your Family CFO to work towards making your most cherished goals a reality. There is no cost or obligation for this initial meeting.

The initial meeting is fun and enjoyable. Regardless of whether we decide to work together, you will receive a gift of focus and clarity that will benefit you.