Proven Process
Through our work together, we don’t just look at spreadsheets. We look at your life — the one you want to live and the impact you want to make. We help you clarify:
- What a fulfilling life looks like to you
- What kind of legacy you want to leave
- What values you want your money to reflect
- And how your wealth can support all of it
We believe a well-lived life rests on four pillars:
Financial Confidence
Physical
Health
Spiritual Nourishment
Emotional Engagement
All sustained by loving, meaningful relationships — and nurtured with intention.
At Pinnacle Wealth, financial planning doesn’t start with numbers. It starts with you — your values, your vision, and your definition of a life confidently enjoyed.
We guide you through a purposeful, personalized process designed to connect your financial decisions with your deeper “why.” At the center of it is your Statement of Financial Purpose — a life-guiding document that keeps every strategy aligned with what matters most to you.
From discovery to implementation and ongoing guidance, our process is built to serve people, not just portfolios. Because True Wealth isn’t measured only by what you accumulate: it’s measured by how well your wealth supports the life you’re called to live.
Onboarding
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Introduction
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Discover
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Define
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Design
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Deliver
Ongoing Care
ONBOARDING
Introduction
Impactful things are in motion from the moment you schedule your consultation. We’ll match you with an advisor who has one purpose: to help you find your freedom.
ONBOARDING
Discover
We start with what matters most to you.
This phase is about listening and learning — not just about your finances, but about your life. We ask meaningful questions to uncover your values, goals, and vision. Together, we explore what a fulfilling life looks like to you and what role your wealth plays in helping you live it.
ONBOARDING
Define
We help you craft your Statement of Financial Purpose.
This is where clarity begins. Using insights from the discovery process, we guide you through defining your personal Statement of Financial Purpose
— a life-centered document that reflects your core values and becomes the plumbline for every financial decision moving forward.
ONBOARDING
Design
We build a strategy that reflects your values and supports your vision.
With your purpose as our foundation, we design a custom financial plan that aligns your resources with your goals. This includes cash flow, risk management, retirement, investment strategies, and legacy planning — all integrated into a cohesive path forward.
ONBOARDING
Deliver
We walk with you for the long haul.
Life changes — and your plan should adapt with it. As your guide, we provide ongoing reviews, proactive adjustments, and continuous education. We’re not just here for transactions — we’re here to help you live with clarity, confidence, and purpose at every stage.
Why We Exist
We are more focused on the soul of your wealth than the size of it.
Because how you manage your money effects every other area of your life — and we want to help you manage it with clarity, confidence, and conviction.
From our first conversation to every strategy we deliver, we’re here to walk with you on your journey — keeping your plan anchored in your purpose, so your life reflects what matters most.
That’s not just financial planning. That’s Pinnacle Wealth.
ONGOING CARE
30 Day Check-In
You can be as involved in your wealth plan as you’d like thanks to the Client Experience. The portal lets you access all your accounts in one place, so you can easily view your plan and track your progress.
ONGOING CARE
90 Day Check-In
Once your wealth plan is in motion, we reach out after 90 days to check in on your goals, evaluate your plan, and make sure your money is working in your best interest. Having a plan is a start – but we help ensure that the plan is in motion and stays in motion.
ONGOING CARE
Yearly Check-In
Early retirement? European vacation? No matter what your idea of “true wealth” is, we will meet with you annually to develop a personalized wealth plan to help you pursue your goals.