Your Financial Strategy
Tells the story of what your wealth is all about by describing how you'll live your best life.
Financial Planning
Identifies the short and long-term tactics for what you do next. Planning helps us know what to do if or when you get bumped off course.
First Officer
Jason, 29-year-old First Officer, ATP Cert, comprehensive benefits, making $130K, Industry-specific challenges, irregular schedules, family in Boston but based in Dallas.
How does he balance advancing his aviation career and living his best life?
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Jason will optimize his four cornerstones: Lifestyle, debt, savings, and giving.
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Incorporate housing decisions for base assignments, irregular income, and family considerations.
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Maximize airline-specific benefits and establish clear milestones for career advancement and personal goals .
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Don't go it alone; find a buddy. It doesn't need to be a professional advisor or coach. Find someone he can trust who shares the same curiosity about doing better in life.
Do I need an advisor?
The traditional approaches to finance that you find from searching the internet may contain many solid principles. However, when it comes to applying them to your situation in this fast-paced, complex reality of modern life, they can fall short. This is where a trusted financial advisor steps in. They act as an economic ally, helping to slow down the pace and complexity and empowering you to take control of your financial life.
Are You Charting a Clear Course for Your Finances?
We believe financial planning is a process used to make decisions when life and money intersect. It’s about preparing for the future, not the fool’s errand of attempting to predict the future. By having a plan in writing, you’ll have a concrete reminder of the financial strategies you’ve decided would best support you in living your best financial life.
How can a goal-driven plan keep you steady through turbulence?
We believe it’s essential for you to build an investment plan that minimizes risk, maximizes returns, and is well-managed. We believe that wise investment advice is not guessing what the next zig or zag will be in the market but having a solid asset allocation that is plan and goal-driven.
6 Key Areas
Real planners honor the timeless wisdom that financial success comes not from chasing the complex or most recent meme coin but from executing the fundamentals with discipline and patience. Planning for Pilots works with you through these six areas, hoping to bring a sense of order, confidence from uncertainty, and a future built on what matters most to you.
Your Pre-Flight Check
Goals
Values
Net Worth & Cash Flow
(Financial Status)
Do you have a will?
Do you just pay your taxes? Or do you have a strategy to pay less?
Who's looking after your money? Is it you?
How do I pay for stuff? Do I have enough?
What if something happens to me?
Your Email Is Sacred to Us
We will
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Send you educational newsletters to help you stay informed.
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Keep you updated with important news and announcements.
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Invite you to relevant events and webinars.
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Send periodic check-ins to ensure we're supporting your needs.
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Keep your email safe and never share it with others.
We won't
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Flood your inbox with unnecessary emails.
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Disrespect your time by sending irrelevant content.
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Share your email with third parties.
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Send you spam or marketing materials you didn't ask for.
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Send excessive emails—only the ones that matter to you.