PLAN with PURPOSE
Set your goals with confidence.
It can be overwhelming to manage all the details of your financial life. With your future at stake, you need a plan and the assurance that you’re going the right direction.
Whether your goal is a fulfilling retirement, leisure time with family, a charitable legacy, or simply having enough to live your dream–Piton Wealth can help you plan ahead for the life you want to live. With an expert guide at your side, you’ll go farther and faster. And more safely.
Discover the path forward.
Our team gets to know you, your values, and your goals, so we can develop a unique financial plan that’s customized for you and your family, with services like:
Cash flow analysis
Retirement planning
Estate planning
Investment planning
Stock options analysis
Protection planning
Tax strategies
Gifting strategies
Education funding
Business planning
Begin your journey today.
Getting started is simple. We give you a planning engagement to sign, a checklist of documents to gather, and an appointment to drop off your documents—virtually or in person. Then you’re ready to begin our four-step planning process, The Navigated Journey™, and start making progress toward your goals.
1
DISCOVER
Choose a destination.
Collect your financial details and define your goals.
2
DESIGN
Create a map.
Design strategies and explore options to reach your goals.
3
REALIZE
Select your path.
Implement the financial strategies you’ve chosen.
4
ACHIEVE
Climb with confidence.
Review your progress and adjust your plan as needed.
1-HOUR MEETING
2 weeks after we receive
your documents
1-HOUR MEETING
2 weeks after the
Discover Meeting
1-HOUR MEETING
2 weeks after the
Design Meeting
ONGOING MEETINGS
Regular meetings and a formal annual update
1-HOUR MEETING
2 weeks after we receive
your documents
1-HOUR MEETING
2 weeks after the
Discover Meeting
1-HOUR MEETING
2 weeks after the
Design Meeting
ONGOING MEETINGS
Regular meetings and a formal annual update
1
DISCOVER
Choose a destination.
Collect your financial details and define your goals.
1-HOUR MEETING
2 weeks after we receive
your documents
2
DESIGN
Create a map.
Design strategies and explore options to reach your goals.
1-HOUR MEETING
2 weeks after the
Discover Meeting
3
REALIZE
Select your path.
Implement the financial strategies you’ve chosen.
1-HOUR MEETING
2 weeks after the
Design Meeting
4
ACHIEVE
Climb with confidence.
Review your progress and adjust your plan as needed.
ONGOING MEETINGS
Regular meetings and a formal annual update
Your initial meeting with a Piton Wealth team member is complimentary. It’s intended to ascertain if you and we are a good fit. If so, we then review what your specific planning needs might encompass.
We divide planning services into three categories, based on complexity. We further customize each plan based on each client’s specific needs. We may also recommend specific wealth management strategies.