We serve as the primary financial advisor for a small number of people that have made a serious commitment to their quality of life. 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. Just as you are selective about who your advisors are, we are selective about who our clients are. We simply want to make sure that there is a good fit between the services we offer and the services you desire. We specialize in working with people who:

• Prefer to work with professionals that tell the truth
• Follow through on commitments made to themselves
• Delegate their finances to a trusted advisor
• Have a minimum net worth of $500,000

If this profile describes you, you could benefit form a relationship with us. The first step is to contact us to schedule your Financial Road Map meeting. During this one hour meeting, we will have an exploration of what’s important to you, define and prioritize your important financial goals in a way that you have never experienced before, and organize and benchmark your current financial reality so that you can decide if you want us in your life to make your Financial Road Map a reality, and so that we can decide if you fit in our community. There is no cost or obligation to create your Financial Road Map.

The Financial Road Map experience is fun and enjoyable. Regardless of whether we decide to work together, you will receive a gift of focus and clarity that could change your life forever.